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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 | $36,949 | $72,471-49.0% | $94,215-60.8% | $86,983-57.5% |
| Participation rate | 37.2% | 63.9%-26.6pp | 70.0%-32.7pp | 69.5%-32.3pp |
| Annual return | 17.43% | 26.44%-9.0pp | 28.22%-10.8pp | 25.83%-8.4pp |
| Employer contribution / active EE | $776 | $1,936-59.9% | $2,675-71.0% | $2,584-70.0% |
| Participant deferral / active EE | $1,185 | $3,397-65.1% | $4,276-72.3% | $4,194-71.7% |
| Admin fee / account holder | $360 | $6,468-94.4% | $10,216-96.5% | $7,856-95.4% |