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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 | $34,721 | $106,864-67.5% | $147,318-76.4% | $82,637-58.0% |
| Participation rate | 28.0% | 75.5%-47.5pp | 82.1%-54.1pp | 68.1%-40.1pp |
| Annual return | 22.63% | 27.49%-4.9pp | 70.43%-47.8pp | 53.51%-30.9pp |
| Employer contribution / active EE | $927 | $3,417-72.9% | $4,593-79.8% | $2,552-63.7% |
| Participant deferral / active EE | $1,392 | $6,496-78.6% | $7,906-82.4% | $4,126-66.3% |
| Admin fee / account holder | $2,627 | $8,415-68.8% | $13,708-80.8% | $7,339-64.2% |