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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 | $39,097 | $106,749-63.4% | $145,433-73.1% | $82,448-52.6% |
| Participation rate | 31.6% | 75.6%-44.0pp | 82.1%-50.5pp | 68.1%-36.4pp |
| Annual return | 19.67% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $969 | $3,444-71.9% | $4,554-78.7% | $2,551-62.0% |
| Participant deferral / active EE | $1,805 | $6,519-72.3% | $7,897-77.1% | $4,139-56.4% |
| Admin fee / account holder | $886 | $8,390-89.4% | $13,129-93.3% | $7,234-87.8% |