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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 | $35,961 | $106,749-66.3% | $145,433-75.3% | $82,448-56.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 18.39% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $939 | $3,444-72.7% | $4,554-79.4% | $2,551-63.2% |
| Participant deferral / active EE | $1,599 | $6,519-75.5% | $7,897-79.8% | $4,139-61.4% |
| Admin fee / account holder | $2,987 | $8,390-64.4% | $13,129-77.3% | $7,234-58.7% |