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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 | $30,879 | $81,403-62.1% | $147,027-79.0% | $87,485-64.7% |
| Participation rate | 34.6% | 63.4%-28.8pp | 73.7%-39.1pp | 68.9%-34.3pp |
| Annual return | 16.42% | 16.51%-0.1pp | 20.23%-3.8pp | 26.06%-9.6pp |
| Employer contribution / active EE | $551 | $2,205-75.0% | $3,626-84.8% | $2,596-78.8% |
| Participant deferral / active EE | $1,101 | $3,315-66.8% | $4,933-77.7% | $4,274-74.2% |
| Admin fee / account holder | $1,430 | $6,755-78.8% | $12,223-88.3% | $7,775-81.6% |