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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 | $30,082 | $102,245-70.6% | $89,340-66.3% | $137,256-78.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 14.09% | 21.89%-7.8pp | 20.57%-6.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $480 | $2,529-81.0% | $2,231-78.5% | $4,156-88.4% |
| Participant deferral / active EE | $655 | $4,436-85.2% | $3,823-82.9% | $6,407-89.8% |
| Admin fee / account holder | $998 | $8,085-87.7% | $6,704-85.1% | $12,270-91.9% |