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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 | $35,995 | $63,773-43.6% | $81,286-55.7% | $80,925-55.5% |
| Participation rate | 22.2% | 63.9%-41.7pp | 69.5%-47.3pp | 67.7%-45.4pp |
| Annual return | 13.15% | 16.37%-3.2pp | 24.80%-11.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $472 | $1,979-76.2% | $2,463-80.9% | $2,756-82.9% |
| Participant deferral / active EE | $657 | $3,093-78.8% | $3,883-83.1% | $4,299-84.7% |
| Admin fee / account holder | $359 | $5,682-93.7% | $5,764-93.8% | $6,940-94.8% |