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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 | $100,194-45.1% | $122,979-55.3% | $86,983-36.8% |
| Participation rate | 39.4% | 73.0%-33.6pp | 77.2%-37.8pp | 69.5%-30.1pp |
| Annual return | 17.16% | 16.47%+0.7pp | 20.12%-3.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $860 | $2,326-63.0% | $3,062-71.9% | $2,584-66.7% |
| Participant deferral / active EE | $1,704 | $4,133-58.8% | $5,003-65.9% | $4,194-59.4% |
| Admin fee / account holder | $1,438 | $10,148-85.8% | $12,864-88.8% | $7,856-81.7% |