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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 | $24,429 | $71,215-65.7% | $93,696-73.9% | $80,935-69.8% |
| Participation rate | 33.0% | 60.4%-27.4pp | 68.7%-35.7pp | 67.7%-34.7pp |
| Annual return | 10.38% | 11.27%-0.9pp | 133.74%-123.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $838 | $1,565-46.5% | $2,422-65.4% | $2,757-69.6% |
| Participant deferral / active EE | $1,164 | $4,037-71.2% | $4,417-73.6% | $4,299-72.9% |
| Admin fee / account holder | $3,147 | $6,958-54.8% | $8,287-62.0% | $6,924-54.6% |