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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 | $36,606 | $54,541-32.9% | $78,778-53.5% | $70,126-47.8% |
| Participation rate | 34.7% | 60.8%-26.1pp | 69.2%-34.5pp | 69.5%-34.9pp |
| Annual return | 16.28% | 21.07%-4.8pp | 35.62%-19.3pp | 73.15%-56.9pp |
| Employer contribution / active EE | $323 | $1,089-70.3% | $1,986-83.7% | $2,343-86.2% |
| Participant deferral / active EE | $781 | $2,210-64.7% | $2,958-73.6% | $3,332-76.6% |
| Admin fee / account holder | $588 | $3,709-84.1% | $5,134-88.5% | $4,645-87.3% |