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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 | $58,710 | $106,864-45.1% | $147,318-60.1% | $82,637-29.0% |
| Participation rate | 32.7% | 75.5%-42.9pp | 82.1%-49.4pp | 68.1%-35.4pp |
| Annual return | 16.51% | 27.49%-11.0pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $840 | $3,417-75.4% | $4,593-81.7% | $2,552-67.1% |
| Participant deferral / active EE | $2,109 | $6,496-67.5% | $7,906-73.3% | $4,126-48.9% |
| Admin fee / account holder | $2,407 | $8,415-71.4% | $13,708-82.4% | $7,339-67.2% |