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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 | $54,988 | $95,453-42.4% | $112,040-50.9% | $82,448-33.3% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.5%-37.1pp | 68.1%-28.7pp |
| Annual return | 17.16% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $860 | $2,318-62.9% | $2,954-70.9% | $2,551-66.3% |
| Participant deferral / active EE | $1,704 | $4,224-59.7% | $5,098-66.6% | $4,139-58.8% |
| Admin fee / account holder | $1,438 | $9,013-84.1% | $12,098-88.1% | $7,234-80.1% |