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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 | $35,878 | $79,557-54.9% | $118,746-69.8% | $70,126-48.8% |
| Participation rate | 47.2% | 71.4%-24.1pp | 78.3%-31.1pp | 69.5%-22.3pp |
| Annual return | 13.94% | 25.64%-11.7pp | 24.54%-10.6pp | 73.15%-59.2pp |
| Employer contribution / active EE | $786 | $2,861-72.5% | $4,193-81.2% | $2,343-66.4% |
| Participant deferral / active EE | $1,390 | $4,089-66.0% | $5,332-73.9% | $3,332-58.3% |
| Admin fee / account holder | $1,974 | $5,374-63.3% | $10,720-81.6% | $4,645-57.5% |