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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 | $47,504 | $55,713-14.7% | $75,894-37.4% | $72,983-34.9% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.3%-38.3pp | 69.5%-38.5pp |
| Annual return | 20.18% | 27.60%-7.4pp | 30.76%-10.6pp | 81.01%-60.8pp |
| Employer contribution / active EE | $350 | $1,687-79.2% | $2,501-86.0% | $2,440-85.6% |
| Participant deferral / active EE | $715 | $2,634-72.9% | $3,603-80.2% | $3,608-80.2% |
| Admin fee / account holder | $2,448 | $3,980-38.5% | $5,420-54.8% | $5,124-52.2% |