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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 | $37,624 | $95,404-60.6% | $113,397-66.8% | $82,637-54.5% |
| Participation rate | 32.3% | 72.8%-40.5pp | 76.5%-44.2pp | 68.1%-35.8pp |
| Annual return | 38.66% | 19.08%+19.6pp | 23.20%+15.5pp | 53.51%-14.8pp |
| Employer contribution / active EE | $925 | $2,307-59.9% | $2,977-68.9% | $2,552-63.8% |
| Participant deferral / active EE | $1,919 | $4,220-54.5% | $5,076-62.2% | $4,126-53.5% |
| Admin fee / account holder | $1,720 | $9,168-81.2% | $11,957-85.6% | $7,339-76.6% |