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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 | $34,259 | $106,864-67.9% | $147,318-76.7% | $82,637-58.5% |
| Participation rate | 44.1% | 75.5%-31.4pp | 82.1%-37.9pp | 68.1%-23.9pp |
| Annual return | 16.99% | 27.49%-10.5pp | 70.43%-53.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $708 | $3,417-79.3% | $4,593-84.6% | $2,552-72.2% |
| Participant deferral / active EE | $900 | $6,496-86.1% | $7,906-88.6% | $4,126-78.2% |
| Admin fee / account holder | $1,274 | $8,415-84.9% | $13,708-90.7% | $7,339-82.6% |