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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 | $68,878-48.9% | $120,574-70.8% | $80,935-56.5% |
| Participation rate | 25.0% | 61.7%-36.7pp | 71.9%-46.9pp | 67.7%-42.7pp |
| Annual return | 11.60% | 23.67%-12.1pp | 107.42%-95.8pp | 35.66%-24.1pp |
| Employer contribution / active EE | $737 | $2,065-64.3% | $3,471-78.8% | $2,757-73.3% |
| Participant deferral / active EE | $543 | $3,189-83.0% | $4,996-89.1% | $4,299-87.4% |
| Admin fee / account holder | $1,923 | $5,782-66.7% | $9,445-79.6% | $6,924-72.2% |