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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 | $32,756 | $106,524-69.2% | $152,301-78.5% | $87,485-62.6% |
| Participation rate | 36.8% | 75.8%-38.9pp | 82.4%-45.6pp | 68.9%-32.1pp |
| Annual return | 17.46% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,061 | $3,371-68.5% | $4,624-77.1% | $2,596-59.1% |
| Participant deferral / active EE | $2,064 | $6,525-68.4% | $8,004-74.2% | $4,274-51.7% |
| Admin fee / account holder | $578 | $8,287-93.0% | $14,398-96.0% | $7,775-92.6% |