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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 | $30,206 | $72,492-58.3% | $87,102-65.3% | $72,983-58.6% |
| Participation rate | 50.7% | 72.8%-22.1pp | 76.9%-26.2pp | 69.5%-18.8pp |
| Annual return | 27.15% | 24.46%+2.7pp | 28.19%-1.0pp | 81.01%-53.9pp |
| Employer contribution / active EE | $845 | $1,894-55.4% | $2,521-66.5% | $2,440-65.4% |
| Participant deferral / active EE | $1,364 | $3,270-58.3% | $4,048-66.3% | $3,608-62.2% |
| Admin fee / account holder | $696 | $5,055-86.2% | $7,491-90.7% | $5,124-86.4% |