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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 | $36,799 | $106,864-65.6% | $147,318-75.0% | $82,637-55.5% |
| Participation rate | 34.8% | 75.5%-40.7pp | 82.1%-47.3pp | 68.1%-33.3pp |
| Annual return | 16.37% | 27.49%-11.1pp | 70.43%-54.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $816 | $3,417-76.1% | $4,593-82.2% | $2,552-68.0% |
| Participant deferral / active EE | $1,495 | $6,496-77.0% | $7,906-81.1% | $4,126-63.8% |
| Admin fee / account holder | $2,013 | $8,415-76.1% | $13,708-85.3% | $7,339-72.6% |