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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 | $35,218 | $68,880-48.9% | $120,580-70.8% | $80,959-56.5% |
| Participation rate | 25.0% | 61.7%-36.7pp | 72.0%-47.0pp | 67.7%-42.7pp |
| Annual return | 11.60% | 23.68%-12.1pp | 107.48%-95.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $737 | $2,066-64.3% | $3,469-78.8% | $2,757-73.3% |
| Participant deferral / active EE | $543 | $3,191-83.0% | $4,995-89.1% | $4,300-87.4% |
| Admin fee / account holder | $1,923 | $5,785-66.8% | $9,418-79.6% | $6,925-72.2% |