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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 | $35,896 | $77,896-53.9% | $134,172-73.2% | $82,448-56.5% |
| Participation rate | 28.8% | 62.8%-33.9pp | 72.5%-43.6pp | 68.1%-39.2pp |
| Annual return | 16.14% | 18.21%-2.1pp | 25.30%-9.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $970 | $2,159-55.1% | $3,420-71.6% | $2,551-62.0% |
| Participant deferral / active EE | $1,042 | $3,162-67.0% | $4,690-77.8% | $4,139-74.8% |
| Admin fee / account holder | $4,054 | $6,336-36.0% | $12,016-66.3% | $7,234-44.0% |