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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 | $31,565 | $93,598-66.3% | $135,974-76.8% | $75,173-58.0% |
| Participation rate | 28.6% | 75.2%-46.6pp | 81.9%-53.3pp | 67.2%-38.6pp |
| Annual return | 17.33% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $848 | $3,538-76.0% | $4,859-82.5% | $2,671-68.2% |
| Participant deferral / active EE | $2,416 | $6,405-62.3% | $7,760-68.9% | $4,126-41.5% |
| Admin fee / account holder | $5,157 | $6,978-26.1% | $10,767-52.1% | $5,651-8.7% |