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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 | $31,277 | $71,208-56.1% | $93,681-66.6% | $80,911-61.3% |
| Participation rate | 32.4% | 60.4%-28.0pp | 68.7%-36.4pp | 67.6%-35.3pp |
| Annual return | 11.62% | 11.27%+0.3pp | 133.47%-121.9pp | 35.63%-24.0pp |
| Employer contribution / active EE | $668 | $1,564-57.3% | $2,422-72.4% | $2,756-75.8% |
| Participant deferral / active EE | $834 | $4,035-79.3% | $4,415-81.1% | $4,297-80.6% |
| Admin fee / account holder | $1,506 | $6,951-78.3% | $8,290-81.8% | $6,935-78.3% |