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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 | $35,650 | $76,371-53.3% | $93,621-61.9% | $72,976-51.1% |
| Participation rate | 39.6% | 71.8%-32.2pp | 75.8%-36.3pp | 69.5%-29.9pp |
| Annual return | 21.07% | 25.82%-4.7pp | 32.76%-11.7pp | 81.02%-59.9pp |
| Employer contribution / active EE | $709 | $2,276-68.8% | $2,719-73.9% | $2,440-70.9% |
| Participant deferral / active EE | $1,138 | $3,538-67.8% | $4,070-72.0% | $3,608-68.5% |
| Admin fee / account holder | $1,100 | $6,839-83.9% | $7,890-86.1% | $5,124-78.5% |