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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 | $39,108 | $59,839-34.6% | $81,991-52.3% | $79,852-51.0% |
| Participation rate | 29.4% | 61.6%-32.2pp | 69.3%-39.8pp | 69.6%-40.2pp |
| Annual return | 14.27% | 17.56%-3.3pp | 41.31%-27.0pp | 31.72%-17.4pp |
| Employer contribution / active EE | $571 | $1,713-66.7% | $2,498-77.1% | $2,471-76.9% |
| Participant deferral / active EE | $604 | $2,695-77.6% | $3,722-83.8% | $3,740-83.9% |
| Admin fee / account holder | $1,291 | $4,287-69.9% | $5,665-77.2% | $5,306-75.7% |