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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 | $28,935 | $81,331-64.4% | $155,534-81.4% | $80,935-64.2% |
| Participation rate | 42.3% | 66.3%-23.9pp | 78.2%-35.9pp | 67.7%-25.4pp |
| Annual return | 19.92% | 33.37%-13.4pp | 64.92%-45.0pp | 35.66%-15.7pp |
| Employer contribution / active EE | $2,131 | $3,105-31.4% | $4,675-54.4% | $2,757-22.7% |
| Participant deferral / active EE | $820 | $3,454-76.3% | $5,630-85.4% | $4,299-80.9% |
| Admin fee / account holder | $6,301 | $7,999-21.2% | $15,900-60.4% | $6,924-9.0% |