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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 | $30,422 | $59,804-49.1% | $81,982-62.9% | $79,856-61.9% |
| Participation rate | 28.6% | 61.6%-33.1pp | 69.3%-40.7pp | 69.6%-41.1pp |
| Annual return | 15.76% | 17.56%-1.8pp | 41.31%-25.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $549 | $1,713-68.0% | $2,498-78.0% | $2,471-77.8% |
| Participant deferral / active EE | $911 | $2,695-66.2% | $3,722-75.5% | $3,741-75.7% |
| Admin fee / account holder | $463 | $4,288-89.2% | $5,665-91.8% | $5,306-91.3% |