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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 | $52,266 | $77,814-32.8% | $158,223-67.0% | $86,983-39.9% |
| Participation rate | 33.3% | 68.4%-35.1pp | 79.2%-45.9pp | 69.5%-36.2pp |
| Annual return | 17.62% | 30.54%-12.9pp | 52.09%-34.5pp | 25.83%-8.2pp |
| Employer contribution / active EE | $890 | $2,592-65.7% | $4,109-78.3% | $2,584-65.6% |
| Participant deferral / active EE | $911 | $3,270-72.1% | $5,467-83.3% | $4,194-78.3% |
| Admin fee / account holder | $3,497 | $5,879-40.5% | $16,047-78.2% | $7,856-55.5% |