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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 | $56,660 | $77,574-27.0% | $108,753-47.9% | $86,983-34.9% |
| Participation rate | 57.8% | 62.3%-4.5pp | 71.1%-13.3pp | 69.5%-11.8pp |
| Annual return | 15.69% | 18.42%-2.7pp | 37.47%-21.8pp | 25.83%-10.1pp |
| Employer contribution / active EE | $796 | $1,611-50.5% | $2,427-67.2% | $2,584-69.2% |
| Participant deferral / active EE | $1,244 | $3,128-60.2% | $4,115-69.8% | $4,194-70.3% |
| Admin fee / account holder | $2,075 | $6,529-68.2% | $10,320-79.9% | $7,856-73.6% |