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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 | $33,050 | $76,642-56.9% | $146,866-77.5% | $65,306-49.4% |
| Participation rate | 20.3% | 61.2%-41.0pp | 82.5%-62.2pp | 57.7%-37.4pp |
| Annual return | 16.88% | 33.40%-16.5pp | 102.85%-86.0pp | 21.94%-5.1pp |
| Employer contribution / active EE | $464 | $2,621-82.3% | $4,425-89.5% | $1,967-76.4% |
| Participant deferral / active EE | $835 | $4,864-82.8% | $7,759-89.2% | $2,959-71.8% |
| Admin fee / account holder | $1,197 | $3,960-69.8% | $13,620-91.2% | $3,480-65.6% |