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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 | $81,262-58.3% | $155,602-78.2% | $80,911-58.1% |
| Participation rate | 44.6% | 66.2%-21.6pp | 78.2%-33.6pp | 67.6%-23.0pp |
| Annual return | 16.36% | 33.34%-17.0pp | 64.81%-48.5pp | 35.63%-19.3pp |
| Employer contribution / active EE | $439 | $3,102-85.8% | $4,675-90.6% | $2,756-84.1% |
| Participant deferral / active EE | $533 | $3,451-84.5% | $5,629-90.5% | $4,297-87.6% |
| Admin fee / account holder | $1,062 | $7,992-86.7% | $15,923-93.3% | $6,935-84.7% |