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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 | $34,431 | $54,763-37.1% | $90,324-61.9% | $72,976-52.8% |
| Participation rate | 24.1% | 65.2%-41.1pp | 73.3%-49.2pp | 69.5%-45.4pp |
| Annual return | 17.55% | 30.63%-13.1pp | 78.15%-60.6pp | 81.02%-63.5pp |
| Employer contribution / active EE | $282 | $2,093-86.5% | $2,856-90.1% | $2,440-88.4% |
| Participant deferral / active EE | $538 | $2,887-81.4% | $3,885-86.1% | $3,608-85.1% |
| Admin fee / account holder | $2,921 | $3,973-26.5% | $5,356-45.5% | $5,124-43.0% |