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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 | $33,850 | $78,423-56.8% | $95,964-64.7% | $79,856-57.6% |
| Participation rate | 43.3% | 73.5%-30.2pp | 77.1%-33.8pp | 69.6%-26.4pp |
| Annual return | 17.81% | 19.37%-1.6pp | 91.64%-73.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $493 | $1,945-74.7% | $2,541-80.6% | $2,471-80.0% |
| Participant deferral / active EE | $1,180 | $3,440-65.7% | $4,167-71.7% | $3,741-68.4% |
| Admin fee / account holder | $1,065 | $5,622-81.1% | $6,797-84.3% | $5,306-79.9% |