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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 | $28,126 | $81,331-65.4% | $155,534-81.9% | $80,935-65.2% |
| Participation rate | 34.8% | 66.3%-31.4pp | 78.2%-43.4pp | 67.7%-32.8pp |
| Annual return | 13.21% | 33.37%-20.2pp | 64.92%-51.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $428 | $3,105-86.2% | $4,675-90.9% | $2,757-84.5% |
| Participant deferral / active EE | $676 | $3,454-80.4% | $5,630-88.0% | $4,299-84.3% |
| Admin fee / account holder | $3,630 | $7,999-54.6% | $15,900-77.2% | $6,924-47.6% |