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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 | $33,890 | $81,358-58.3% | $155,556-78.2% | $80,959-58.1% |
| Participation rate | 44.6% | 66.3%-21.6pp | 78.2%-33.6pp | 67.7%-23.0pp |
| Annual return | 16.36% | 33.39%-17.0pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $439 | $3,106-85.9% | $4,675-90.6% | $2,757-84.1% |
| Participant deferral / active EE | $533 | $3,455-84.6% | $5,631-90.5% | $4,300-87.6% |
| Admin fee / account holder | $1,062 | $7,994-86.7% | $15,885-93.3% | $6,925-84.7% |