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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 | $34,901 | $67,602-48.4% | $82,312-57.6% | $70,126-50.2% |
| Participation rate | 42.1% | 72.8%-30.7pp | 76.9%-34.8pp | 69.5%-27.4pp |
| Annual return | 12.79% | 21.57%-8.8pp | 25.88%-13.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $796 | $1,755-54.6% | $2,428-67.2% | $2,343-66.0% |
| Participant deferral / active EE | $1,189 | $2,987-60.2% | $3,706-67.9% | $3,332-64.3% |
| Admin fee / account holder | $554 | $4,512-87.7% | $5,608-90.1% | $4,645-88.1% |