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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 | $36,935 | $94,439-60.9% | $73,658-49.9% | $154,746-76.1% |
| Participation rate | 18.8% | 64.7%-45.9pp | 57.0%-38.3pp | 80.7%-62.0pp |
| Annual return | 24.00% | 28.25%-4.3pp | 29.72%-5.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $148 | $1,257-88.2% | $1,032-85.7% | $4,379-96.6% |
| Participant deferral / active EE | $219 | $2,527-91.3% | $2,062-89.4% | $6,730-96.8% |
| Admin fee / account holder | $366 | $3,843-90.5% | $3,357-89.1% | $14,365-97.5% |