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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 | $106,864-63.4% | $147,318-73.5% | $82,637-52.7% |
| Participation rate | 31.6% | 75.5%-43.9pp | 82.1%-50.4pp | 68.1%-36.4pp |
| Annual return | 19.67% | 27.49%-7.8pp | 70.43%-50.8pp | 53.51%-33.8pp |
| Employer contribution / active EE | $969 | $3,417-71.6% | $4,593-78.9% | $2,552-62.0% |
| Participant deferral / active EE | $1,805 | $6,496-72.2% | $7,906-77.2% | $4,126-56.2% |
| Admin fee / account holder | $886 | $8,415-89.5% | $13,708-93.5% | $7,339-87.9% |