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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 | $72,607-35.4% | $90,259-48.0% | $87,485-46.4% |
| Participation rate | 19.8% | 64.8%-45.0pp | 70.7%-51.0pp | 68.9%-49.2pp |
| Annual return | 17.08% | 18.59%-1.5pp | 18.88%-1.8pp | 26.06%-9.0pp |
| Employer contribution / active EE | $593 | $1,919-69.1% | $2,291-74.1% | $2,596-77.2% |
| Participant deferral / active EE | $724 | $3,055-76.3% | $3,827-81.1% | $4,274-83.1% |
| Admin fee / account holder | $6,202 | $5,947+4.3% | $7,267-14.7% | $7,775-20.2% |