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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 | $95,404-42.4% | $113,397-51.5% | $82,637-33.5% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.5%-37.1pp | 68.1%-28.7pp |
| Annual return | 17.16% | 19.08%-1.9pp | 23.20%-6.0pp | 53.51%-36.3pp |
| Employer contribution / active EE | $860 | $2,307-62.7% | $2,977-71.1% | $2,552-66.3% |
| Participant deferral / active EE | $1,704 | $4,220-59.6% | $5,076-66.4% | $4,126-58.7% |
| Admin fee / account holder | $1,438 | $9,168-84.3% | $11,957-88.0% | $7,339-80.4% |