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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 | $35,164 | $46,877-25.0% | $122,354-71.3% | $70,126-49.9% |
| Participation rate | 31.1% | 58.2%-27.1pp | 71.6%-40.5pp | 69.5%-38.4pp |
| Annual return | 15.32% | 24.22%-8.9pp | 30.28%-15.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $343 | $1,288-73.4% | $4,051-91.5% | $2,343-85.3% |
| Participant deferral / active EE | $608 | $2,167-71.9% | $3,287-81.5% | $3,332-81.8% |
| Admin fee / account holder | $2,674 | $3,324-19.5% | $5,479-51.2% | $4,645-42.4% |