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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 | $28,916 | $72,492-60.1% | $87,102-66.8% | $72,983-60.4% |
| Participation rate | 38.6% | 72.8%-34.2pp | 76.9%-38.3pp | 69.5%-30.9pp |
| Annual return | 20.97% | 24.46%-3.5pp | 28.19%-7.2pp | 81.01%-60.0pp |
| Employer contribution / active EE | $644 | $1,894-66.0% | $2,521-74.5% | $2,440-73.6% |
| Participant deferral / active EE | $1,423 | $3,270-56.5% | $4,048-64.9% | $3,608-60.6% |
| Admin fee / account holder | $3,457 | $5,055-31.6% | $7,491-53.9% | $5,124-32.5% |