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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 | $35,008 | $60,165-41.8% | $74,184-52.8% | $55,167-36.5% |
| Participation rate | 40.6% | 74.2%-33.5pp | 76.6%-36.0pp | 69.0%-28.4pp |
| Annual return | 6.95% | 10.00%-3.0pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $798 | $1,600-50.1% | $2,370-66.3% | $1,963-59.3% |
| Participant deferral / active EE | $1,318 | $2,973-55.6% | $3,550-62.9% | $3,054-56.8% |
| Admin fee / account holder | $1,395 | $419+232.8% | $5,586-75.0% | $504+176.9% |