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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 | $34,896 | $65,582-46.8% | $64,101-45.6% | $71,511-51.2% |
| Participation rate | 27.7% | 73.2%-45.4pp | 72.3%-44.6pp | 67.9%-40.2pp |
| Annual return | 20.71% | 18.96%+1.8pp | 33.72%-13.0pp | 28.86%-8.1pp |
| Employer contribution / active EE | $759 | $2,671-71.6% | $2,749-72.4% | $2,589-70.7% |
| Participant deferral / active EE | $1,212 | $3,628-66.6% | $3,881-68.8% | $4,291-71.7% |
| Admin fee / account holder | $617 | $616+0.2% | $3,070-79.9% | $1,588-61.1% |