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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 | $84,001 | $91,760-8.5% | $156,181-46.2% | $67,986+23.6% |
| Participation rate | 33.9% | 65.0%-31.1pp | 78.8%-44.9pp | 57.2%-23.3pp |
| Annual return | 15.50% | 18.14%-2.6pp | 64.87%-49.4pp | 31.67%-16.2pp |
| Employer contribution / active EE | $709 | $2,419-70.7% | $4,294-83.5% | $2,019-64.9% |
| Participant deferral / active EE | $1,627 | $3,960-58.9% | $6,132-73.5% | $3,358-51.5% |
| Admin fee / account holder | $2,817 | $3,949-28.6% | $14,586-80.7% | $3,203-12.0% |