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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 | $33,365 | $99,345-66.4% | $84,753-60.6% | $273,972-87.8% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 4.17% | 22.93%-18.8pp | 22.78%-18.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $650 | $4,214-84.6% | $3,574-81.8% | $4,869-86.7% |
| Participant deferral / active EE | $812 | $4,270-81.0% | $3,712-78.1% | $5,287-84.6% |
| Admin fee / account holder | $1,066 | $6,645-84.0% | $5,333-80.0% | $10,133-89.5% |