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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 | $57,492 | $60,349-4.7% | $74,184-22.5% | $62,881-8.6% |
| Participation rate | 63.0% | 72.7%-9.8pp | 76.6%-13.7pp | 69.3%-6.3pp |
| Annual return | 7.02% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $449 | $1,680-73.3% | $2,370-81.1% | $2,281-80.3% |
| Participant deferral / active EE | $1,082 | $2,856-62.1% | $3,550-69.5% | $3,203-66.2% |
| Admin fee / account holder | $428 | $4,261-90.0% | $5,586-92.3% | $4,296-90.0% |