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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 | $30,611 | $77,472-60.5% | $100,415-69.5% | $80,959-62.2% |
| Participation rate | 29.0% | 76.9%-47.9pp | 81.5%-52.5pp | 67.7%-38.6pp |
| Annual return | 13.75% | 37.26%-23.5pp | 49.47%-35.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $844 | $2,800-69.9% | $3,943-78.6% | $2,757-69.4% |
| Participant deferral / active EE | $1,207 | $6,818-82.3% | $8,091-85.1% | $4,300-71.9% |
| Admin fee / account holder | $1,979 | $5,885-66.4% | $7,906-75.0% | $6,925-71.4% |