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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 | $33,967 | $86,949-60.9% | $102,460-66.8% | $80,959-58.0% |
| Participation rate | 16.2% | 72.4%-56.2pp | 76.5%-60.3pp | 67.7%-51.5pp |
| Annual return | 15.10% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $768 | $2,370-67.6% | $3,025-74.6% | $2,757-72.1% |
| Participant deferral / active EE | $1,229 | $4,121-70.2% | $5,056-75.7% | $4,300-71.4% |
| Admin fee / account holder | $2,462 | $8,048-69.4% | $9,460-74.0% | $6,925-64.5% |