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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 | $43,064 | $65,246-34.0% | $98,716-56.4% | $67,986-36.7% |
| Participation rate | 27.4% | 51.4%-24.1pp | 69.3%-41.9pp | 57.2%-29.8pp |
| Annual return | 15.73% | 20.58%-4.8pp | 31.81%-16.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $557 | $1,042-46.5% | $2,279-75.5% | $2,019-72.4% |
| Participant deferral / active EE | $898 | $2,594-65.4% | $4,048-77.8% | $3,358-73.3% |
| Admin fee / account holder | $1,718 | $4,561-62.3% | $8,703-80.3% | $3,203-46.4% |