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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 | $36,681 | $83,898-56.3% | $133,346-72.5% | $94,015-61.0% |
| Participation rate | 51.0% | 63.4%-12.4pp | 72.8%-21.9pp | 70.8%-19.8pp |
| Annual return | 11.16% | 16.00%-4.8pp | 36.85%-25.7pp | 17.84%-6.7pp |
| Employer contribution / active EE | $588 | $1,821-67.7% | $2,853-79.4% | $2,790-78.9% |
| Participant deferral / active EE | $963 | $3,245-70.3% | $4,332-77.8% | $4,249-77.3% |
| Admin fee / account holder | $3,891 | $7,809-50.2% | $14,264-72.7% | $8,951-56.5% |