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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 | $34,868 | $75,541-53.8% | $152,093-77.1% | $82,637-57.8% |
| Participation rate | 31.0% | 66.5%-35.5pp | 77.8%-46.7pp | 68.1%-37.0pp |
| Annual return | 20.42% | 32.56%-12.1pp | 66.36%-45.9pp | 53.51%-33.1pp |
| Employer contribution / active EE | $544 | $2,622-79.3% | $4,175-87.0% | $2,552-78.7% |
| Participant deferral / active EE | $766 | $3,206-76.1% | $5,451-86.0% | $4,126-81.4% |
| Admin fee / account holder | $735 | $6,405-88.5% | $14,497-94.9% | $7,339-90.0% |