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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 | $33,409 | $108,825-69.3% | $156,181-78.6% | $82,448-59.5% |
| Participation rate | 40.0% | 72.4%-32.4pp | 78.8%-38.8pp | 68.1%-28.1pp |
| Annual return | 19.39% | 20.59%-1.2pp | 64.87%-45.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $800 | $2,870-72.1% | $4,294-81.4% | $2,551-68.7% |
| Participant deferral / active EE | $1,075 | $4,577-76.5% | $6,132-82.5% | $4,139-74.0% |
| Admin fee / account holder | $893 | $9,341-90.4% | $14,586-93.9% | $7,234-87.7% |