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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 | $34,479 | $76,834-55.1% | $108,359-68.2% | $87,485-60.6% |
| Participation rate | 22.5% | 61.7%-39.2pp | 70.1%-47.6pp | 68.9%-46.4pp |
| Annual return | 16.21% | 19.09%-2.9pp | 36.89%-20.7pp | 26.06%-9.9pp |
| Employer contribution / active EE | $400 | $1,556-74.3% | $2,399-83.3% | $2,596-84.6% |
| Participant deferral / active EE | $872 | $3,100-71.9% | $4,137-78.9% | $4,274-79.6% |
| Admin fee / account holder | $1,169 | $6,537-82.1% | $9,741-88.0% | $7,775-85.0% |