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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 | $31,914 | $99,875-68.0% | $146,866-78.3% | $86,983-63.3% |
| Participation rate | 26.8% | 75.8%-49.0pp | 82.5%-55.7pp | 69.5%-42.7pp |
| Annual return | 18.78% | 28.10%-9.3pp | 102.85%-84.1pp | 25.83%-7.0pp |
| Employer contribution / active EE | $860 | $3,224-73.3% | $4,425-80.6% | $2,584-66.7% |
| Participant deferral / active EE | $1,515 | $6,322-76.0% | $7,759-80.5% | $4,194-63.9% |
| Admin fee / account holder | $2,232 | $7,838-71.5% | $13,620-83.6% | $7,856-71.6% |