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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 | $32,095 | $67,894-52.7% | $89,340-64.1% | $82,448-61.1% |
| Participation rate | 24.1% | 64.0%-39.9pp | 69.6%-45.4pp | 68.1%-43.9pp |
| Annual return | 15.74% | 19.21%-3.5pp | 20.57%-4.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $622 | $1,828-66.0% | $2,231-72.1% | $2,551-75.6% |
| Participant deferral / active EE | $935 | $3,072-69.6% | $3,823-75.5% | $4,139-77.4% |
| Admin fee / account holder | $1,934 | $5,723-66.2% | $6,704-71.2% | $7,234-73.3% |