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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 | $59,618 | $78,520-24.1% | $96,576-38.3% | $82,448-27.7% |
| Participation rate | 54.0% | 77.7%-23.7pp | 81.4%-27.4pp | 68.1%-14.1pp |
| Annual return | 15.08% | 41.30%-26.2pp | 38.47%-23.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $150 | $2,630-94.3% | $3,553-95.8% | $2,551-94.1% |
| Participant deferral / active EE | $2,358 | $6,754-65.1% | $7,956-70.4% | $4,139-43.0% |
| Admin fee / account holder | $642 | $13,455-95.2% | $11,381-94.4% | $7,234-91.1% |