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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 | $53,920 | $77,574-30.5% | $108,753-50.4% | $86,983-38.0% |
| Participation rate | 35.0% | 62.3%-27.3pp | 71.1%-36.1pp | 69.5%-34.5pp |
| Annual return | 13.56% | 18.42%-4.9pp | 37.47%-23.9pp | 25.83%-12.3pp |
| Employer contribution / active EE | $532 | $1,611-67.0% | $2,427-78.1% | $2,584-79.4% |
| Participant deferral / active EE | $1,066 | $3,128-65.9% | $4,115-74.1% | $4,194-74.6% |
| Admin fee / account holder | $2,028 | $6,529-68.9% | $10,320-80.3% | $7,856-74.2% |