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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 | $35,945 | $99,875-64.0% | $146,866-75.5% | $86,983-58.7% |
| Participation rate | 26.3% | 75.8%-49.5pp | 82.5%-56.2pp | 69.5%-43.2pp |
| Annual return | 20.34% | 28.10%-7.8pp | 102.85%-82.5pp | 25.83%-5.5pp |
| Employer contribution / active EE | $432 | $3,224-86.6% | $4,425-90.2% | $2,584-83.3% |
| Participant deferral / active EE | $2,084 | $6,322-67.0% | $7,759-73.1% | $4,194-50.3% |
| Admin fee / account holder | $1,210 | $7,838-84.6% | $13,620-91.1% | $7,856-84.6% |