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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 | $24,581 | $106,749-77.0% | $145,433-83.1% | $82,448-70.2% |
| Participation rate | 44.0% | 75.6%-31.6pp | 82.1%-38.1pp | 68.1%-24.1pp |
| Annual return | 34.96% | 27.59%+7.4pp | 66.58%-31.6pp | 41.64%-6.7pp |
| Employer contribution / active EE | $983 | $3,444-71.5% | $4,554-78.4% | $2,551-61.5% |
| Participant deferral / active EE | $1,834 | $6,519-71.9% | $7,897-76.8% | $4,139-55.7% |
| Admin fee / account holder | $1,450 | $8,390-82.7% | $13,129-89.0% | $7,234-80.0% |