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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 | $106,864-69.3% | $147,318-77.8% | $82,637-60.4% |
| Participation rate | 36.8% | 75.5%-38.7pp | 82.1%-45.2pp | 68.1%-31.2pp |
| Annual return | 17.46% | 27.49%-10.0pp | 70.43%-53.0pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,061 | $3,417-69.0% | $4,593-76.9% | $2,552-58.4% |
| Participant deferral / active EE | $2,064 | $6,496-68.2% | $7,906-73.9% | $4,126-50.0% |
| Admin fee / account holder | $578 | $8,415-93.1% | $13,708-95.8% | $7,339-92.1% |