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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 | $35,003 | $84,936-58.8% | $111,308-68.6% | $79,391-55.9% |
| Participation rate | 43.6% | 75.9%-32.3pp | 77.3%-33.8pp | 70.7%-27.1pp |
| Annual return | 20.75% | 17.45%+3.3pp | 54.67%-33.9pp | 116.88%-96.1pp |
| Employer contribution / active EE | $867 | $1,979-56.2% | $2,732-68.3% | $2,428-64.3% |
| Participant deferral / active EE | $1,396 | $3,888-64.1% | $4,487-68.9% | $4,046-65.5% |
| Admin fee / account holder | $2,424 | $537+351.3% | $7,965-69.6% | $627+287.0% |