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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 | $37,876 | $73,787-48.7% | $98,716-61.6% | $82,448-54.1% |
| Participation rate | 18.8% | 61.4%-42.7pp | 69.3%-50.5pp | 68.1%-49.3pp |
| Annual return | 17.27% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $383 | $1,511-74.7% | $2,279-83.2% | $2,551-85.0% |
| Participant deferral / active EE | $482 | $3,081-84.4% | $4,048-88.1% | $4,139-88.4% |
| Admin fee / account holder | $9,319 | $6,500+43.4% | $8,703+7.1% | $7,234+28.8% |