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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 | $34,487 | $106,524-67.6% | $152,301-77.4% | $87,485-60.6% |
| Participation rate | 24.4% | 75.8%-51.4pp | 82.4%-58.1pp | 68.9%-44.6pp |
| Annual return | 17.97% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,072 | $3,371-68.2% | $4,624-76.8% | $2,596-58.7% |
| Participant deferral / active EE | $2,074 | $6,525-68.2% | $8,004-74.1% | $4,274-51.5% |
| Admin fee / account holder | $651 | $8,287-92.1% | $14,398-95.5% | $7,775-91.6% |