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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,304 | $72,486-43.0% | $87,103-52.6% | $72,976-43.4% |
| Participation rate | 46.8% | 72.8%-26.0pp | 76.9%-30.1pp | 69.5%-22.7pp |
| Annual return | 16.72% | 24.46%-7.7pp | 28.19%-11.5pp | 81.02%-64.3pp |
| Employer contribution / active EE | $2,890 | $1,894+52.6% | $2,521+14.6% | $2,440+18.5% |
| Participant deferral / active EE | $367 | $3,270-88.8% | $4,049-90.9% | $3,608-89.8% |
| Admin fee / account holder | $2,961 | $5,055-41.4% | $7,491-60.5% | $5,124-42.2% |