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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 | $69,444-46.8% | $92,985-60.3% | $87,485-57.8% |
| Participation rate | 37.2% | 63.3%-26.1pp | 69.5%-32.3pp | 68.9%-31.7pp |
| Annual return | 17.43% | 23.85%-6.4pp | 27.99%-10.6pp | 26.06%-8.6pp |
| Employer contribution / active EE | $776 | $1,917-59.5% | $2,662-70.8% | $2,596-70.1% |
| Participant deferral / active EE | $1,185 | $3,364-64.8% | $4,377-72.9% | $4,274-72.3% |
| Admin fee / account holder | $360 | $6,137-94.1% | $9,463-96.2% | $7,775-95.4% |