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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 | $32,517 | $87,037-62.6% | $106,201-69.4% | $80,874-59.8% |
| Participation rate | 33.8% | 70.4%-36.7pp | 75.3%-41.5pp | 67.6%-33.9pp |
| Annual return | 11.19% | 17.05%-5.9pp | 116.26%-105.1pp | 35.62%-24.4pp |
| Employer contribution / active EE | $919 | $2,396-61.7% | $3,170-71.0% | $2,756-66.7% |
| Participant deferral / active EE | $1,520 | $3,986-61.9% | $5,012-69.7% | $4,297-64.6% |
| Admin fee / account holder | $1,749 | $8,434-79.3% | $11,039-84.2% | $6,935-74.8% |