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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 | $33,720 | $58,493-42.4% | $84,021-59.9% | $72,975-53.8% |
| Participation rate | 36.7% | 61.2%-24.5pp | 69.0%-32.3pp | 69.5%-32.8pp |
| Annual return | 16.81% | 28.93%-12.1pp | 71.32%-54.5pp | 81.01%-64.2pp |
| Employer contribution / active EE | $526 | $1,163-54.7% | $1,984-73.5% | $2,440-78.4% |
| Participant deferral / active EE | $1,008 | $2,394-57.9% | $3,239-68.9% | $3,608-72.1% |
| Admin fee / account holder | $2,422 | $4,569-47.0% | $6,102-60.3% | $5,124-52.7% |