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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 | $35,260 | $77,574-54.5% | $108,753-67.6% | $86,983-59.5% |
| Participation rate | 44.0% | 62.3%-18.3pp | 71.1%-27.1pp | 69.5%-25.5pp |
| Annual return | 18.63% | 18.42%+0.2pp | 37.47%-18.8pp | 25.83%-7.2pp |
| Employer contribution / active EE | $880 | $1,611-45.4% | $2,427-63.8% | $2,584-66.0% |
| Participant deferral / active EE | $1,119 | $3,128-64.2% | $4,115-72.8% | $4,194-73.3% |
| Admin fee / account holder | $2,219 | $6,529-66.0% | $10,320-78.5% | $7,856-71.8% |