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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 | $33,100 | $76,642-56.8% | $146,866-77.5% | $65,306-49.3% |
| Participation rate | 28.4% | 61.2%-32.9pp | 82.5%-54.1pp | 57.7%-29.3pp |
| Annual return | 23.72% | 33.40%-9.7pp | 102.85%-79.1pp | 21.94%+1.8pp |
| Employer contribution / active EE | $333 | $2,621-87.3% | $4,425-92.5% | $1,967-83.1% |
| Participant deferral / active EE | $1,045 | $4,864-78.5% | $7,759-86.5% | $2,959-64.7% |
| Admin fee / account holder | $1,059 | $3,960-73.3% | $13,620-92.2% | $3,480-69.6% |