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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 | $35,181 | $58,057-39.4% | $97,032-63.7% | $86,983-59.6% |
| Participation rate | 26.7% | 60.4%-33.7pp | 71.6%-44.9pp | 69.5%-42.9pp |
| Annual return | 17.11% | 22.26%-5.2pp | 35.38%-18.3pp | 25.83%-8.7pp |
| Employer contribution / active EE | $716 | $1,663-56.9% | $2,629-72.8% | $2,584-72.3% |
| Participant deferral / active EE | $779 | $3,244-76.0% | $4,672-83.3% | $4,194-81.4% |
| Admin fee / account holder | $537 | $4,839-88.9% | $9,418-94.3% | $7,856-93.2% |