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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 | $30,821 | $63,949-51.8% | $129,031-76.1% | $94,015-67.2% |
| Participation rate | 29.6% | 63.4%-33.8pp | 73.4%-43.7pp | 70.8%-41.2pp |
| Annual return | 16.91% | 17.56%-0.6pp | 34.67%-17.8pp | 17.84%-0.9pp |
| Employer contribution / active EE | $415 | $1,865-77.8% | $3,226-87.1% | $2,790-85.1% |
| Participant deferral / active EE | $1,076 | $3,686-70.8% | $5,217-79.4% | $4,249-74.7% |
| Admin fee / account holder | $1,169 | $5,523-78.8% | $13,208-91.1% | $8,951-86.9% |