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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 | $33,233 | $77,814-57.3% | $158,223-79.0% | $86,983-61.8% |
| Participation rate | 21.9% | 68.4%-46.5pp | 79.2%-57.3pp | 69.5%-47.6pp |
| Annual return | 14.54% | 30.54%-16.0pp | 52.09%-37.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $441 | $2,592-83.0% | $4,109-89.3% | $2,584-82.9% |
| Participant deferral / active EE | $666 | $3,270-79.6% | $5,467-87.8% | $4,194-84.1% |
| Admin fee / account holder | $3,630 | $5,879-38.3% | $16,047-77.4% | $7,856-53.8% |