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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 | $33,669 | $93,064-63.8% | $74,577-54.9% | $273,972-87.7% |
| Participation rate | 10.0% | 74.9%-64.9pp | 68.1%-58.1pp | 83.0%-73.0pp |
| Annual return | 4.30% | 26.18%-21.9pp | 20.47%-16.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $307 | $3,160-90.3% | $2,525-87.8% | $4,869-93.7% |
| Participant deferral / active EE | $394 | $4,160-90.5% | $3,458-88.6% | $5,287-92.6% |
| Admin fee / account holder | $18,589 | $5,273+252.5% | $4,138+349.2% | $10,133+83.5% |