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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 | $34,557 | $101,798-66.1% | $165,071-79.1% | $80,935-57.3% |
| Participation rate | 41.4% | 71.8%-30.5pp | 78.6%-37.2pp | 67.7%-26.3pp |
| Annual return | 15.23% | 16.73%-1.5pp | 70.17%-54.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $826 | $2,954-72.1% | $4,347-81.0% | $2,757-70.1% |
| Participant deferral / active EE | $1,896 | $4,476-57.6% | $6,035-68.6% | $4,299-55.9% |
| Admin fee / account holder | $1,383 | $8,221-83.2% | $12,695-89.1% | $6,924-80.0% |