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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 | $44,133 | $77,358-42.9% | $102,184-56.8% | $87,485-49.6% |
| Participation rate | 34.6% | 78.7%-44.1pp | 82.6%-48.0pp | 68.9%-34.3pp |
| Annual return | 16.85% | 41.11%-24.3pp | 31.58%-14.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $103 | $2,562-96.0% | $3,594-97.1% | $2,596-96.0% |
| Participant deferral / active EE | $601 | $6,753-91.1% | $8,309-92.8% | $4,274-85.9% |
| Admin fee / account holder | $4,173 | $6,809-38.7% | $11,609-64.1% | $7,775-46.3% |