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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 | $69,273-53.7% | $90,796-64.7% | $82,637-61.2% |
| Participation rate | 24.1% | 64.0%-39.9pp | 69.5%-45.3pp | 68.1%-43.9pp |
| Annual return | 15.74% | 18.37%-2.6pp | 19.29%-3.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $622 | $1,865-66.7% | $2,294-72.9% | $2,552-75.6% |
| Participant deferral / active EE | $935 | $3,047-69.3% | $3,822-75.5% | $4,126-77.3% |
| Admin fee / account holder | $1,934 | $5,511-64.9% | $7,024-72.5% | $7,339-73.6% |