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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 | $46,900 | $67,894-30.9% | $89,340-47.5% | $82,448-43.1% |
| Participation rate | 19.8% | 64.0%-44.3pp | 69.6%-49.8pp | 68.1%-48.3pp |
| Annual return | 17.08% | 19.21%-2.1pp | 20.57%-3.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $593 | $1,828-67.6% | $2,231-73.4% | $2,551-76.7% |
| Participant deferral / active EE | $724 | $3,072-76.4% | $3,823-81.1% | $4,139-82.5% |
| Admin fee / account holder | $6,202 | $5,723+8.4% | $6,704-7.5% | $7,234-14.3% |