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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 | $32,603 | $55,713-41.5% | $75,901-57.0% | $72,975-55.3% |
| Participation rate | 29.7% | 61.1%-31.4pp | 69.3%-39.6pp | 69.5%-39.8pp |
| Annual return | 22.13% | 27.60%-5.5pp | 30.76%-8.6pp | 81.01%-58.9pp |
| Employer contribution / active EE | $525 | $1,687-68.9% | $2,501-79.0% | $2,440-78.5% |
| Participant deferral / active EE | $525 | $2,634-80.1% | $3,603-85.4% | $3,608-85.4% |
| Admin fee / account holder | $1,713 | $3,980-57.0% | $5,420-68.4% | $5,124-66.6% |