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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 | $106,749-67.5% | $145,433-76.1% | $82,448-57.9% |
| Participation rate | 28.0% | 75.6%-47.6pp | 82.1%-54.1pp | 68.1%-40.1pp |
| Annual return | 22.63% | 27.59%-5.0pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $927 | $3,444-73.1% | $4,554-79.6% | $2,551-63.7% |
| Participant deferral / active EE | $1,392 | $6,519-78.7% | $7,897-82.4% | $4,139-66.4% |
| Admin fee / account holder | $2,627 | $8,390-68.7% | $13,129-80.0% | $7,234-63.7% |