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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 | $33,069 | $67,602-51.1% | $82,312-59.8% | $70,126-52.8% |
| Participation rate | 63.5% | 72.8%-9.3pp | 76.9%-13.4pp | 69.5%-6.1pp |
| Annual return | 13.89% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,434 | $1,755-18.3% | $2,428-41.0% | $2,343-38.8% |
| Participant deferral / active EE | $683 | $2,987-77.1% | $3,706-81.6% | $3,332-79.5% |
| Admin fee / account holder | $3,358 | $4,512-25.6% | $5,608-40.1% | $4,645-27.7% |