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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 | $32,789 | $215,361-84.8% | $171,082-80.8% | $273,972-88.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 7.06% | 25.14%-18.1pp | 32.56%-25.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $438 | $4,967-91.2% | $4,002-89.0% | $4,869-91.0% |
| Participant deferral / active EE | $430 | $5,543-92.2% | $4,797-91.0% | $5,287-91.9% |
| Admin fee / account holder | $11,411 | $10,846+5.2% | $8,520+33.9% | $10,133+12.6% |