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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 | $33,314 | $54,541-38.9% | $78,778-57.7% | $70,126-52.5% |
| Participation rate | 29.5% | 60.8%-31.3pp | 69.2%-39.7pp | 69.5%-40.1pp |
| Annual return | 16.86% | 21.07%-4.2pp | 35.62%-18.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $361 | $1,089-66.8% | $1,986-81.8% | $2,343-84.6% |
| Participant deferral / active EE | $975 | $2,210-55.9% | $2,958-67.0% | $3,332-70.7% |
| Admin fee / account holder | $875 | $3,709-76.4% | $5,134-83.0% | $4,645-81.2% |