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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 | $31,329 | $140,800-77.7% | $89,340-64.9% | $79,634-60.7% |
| Participation rate | 25.1% | 61.9%-36.8pp | 69.6%-44.4pp | 62.5%-37.3pp |
| Annual return | 18.03% | 17.84%+0.2pp | 20.57%-2.5pp | 36.46%-18.4pp |
| Employer contribution / active EE | $526 | $2,021-74.0% | $2,231-76.4% | $2,529-79.2% |
| Participant deferral / active EE | $850 | $3,219-73.6% | $3,823-77.8% | $3,835-77.8% |
| Admin fee / account holder | $2,281 | $1,610+41.6% | $6,704-66.0% | $1,002+127.6% |