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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 | $33,871 | $106,864-68.3% | $147,318-77.0% | $82,637-59.0% |
| Participation rate | 33.3% | 75.5%-42.2pp | 82.1%-48.7pp | 68.1%-34.7pp |
| Annual return | 17.97% | 27.49%-9.5pp | 70.43%-52.5pp | 53.51%-35.5pp |
| Employer contribution / active EE | $857 | $3,417-74.9% | $4,593-81.3% | $2,552-66.4% |
| Participant deferral / active EE | $1,279 | $6,496-80.3% | $7,906-83.8% | $4,126-69.0% |
| Admin fee / account holder | $1,445 | $8,415-82.8% | $13,708-89.5% | $7,339-80.3% |