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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 | $30,185 | $106,749-71.7% | $145,433-79.2% | $82,448-63.4% |
| Participation rate | 38.9% | 75.6%-36.8pp | 82.1%-43.2pp | 68.1%-29.2pp |
| Annual return | 14.76% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $842 | $3,444-75.6% | $4,554-81.5% | $2,551-67.0% |
| Participant deferral / active EE | $2,014 | $6,519-69.1% | $7,897-74.5% | $4,139-51.3% |
| Admin fee / account holder | $2,321 | $8,390-72.3% | $13,129-82.3% | $7,234-67.9% |