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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 | $34,927 | $93,617-62.7% | $135,982-74.3% | $75,177-53.5% |
| Participation rate | 52.3% | 75.2%-22.9pp | 81.9%-29.6pp | 67.2%-14.9pp |
| Annual return | 18.04% | 30.89%-12.8pp | 68.32%-50.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $949 | $3,538-73.2% | $4,859-80.5% | $2,671-64.5% |
| Participant deferral / active EE | $1,689 | $6,406-73.6% | $7,760-78.2% | $4,126-59.1% |
| Admin fee / account holder | $5,385 | $6,980-22.8% | $10,767-50.0% | $5,651-4.7% |