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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 | $76,407-56.5% | $150,298-77.9% | $82,448-59.7% |
| Participation rate | 21.9% | 66.4%-44.5pp | 77.8%-55.8pp | 68.1%-46.2pp |
| Annual return | 14.54% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $441 | $2,614-83.1% | $4,154-89.4% | $2,551-82.7% |
| Participant deferral / active EE | $666 | $3,214-79.3% | $5,453-87.8% | $4,139-83.9% |
| Admin fee / account holder | $3,630 | $6,352-42.9% | $14,116-74.3% | $7,234-49.8% |