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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 | $32,543 | $106,749-69.5% | $145,433-77.6% | $82,448-60.5% |
| Participation rate | 20.3% | 75.6%-55.3pp | 82.1%-61.8pp | 68.1%-47.8pp |
| Annual return | 18.44% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $746 | $3,444-78.3% | $4,554-83.6% | $2,551-70.7% |
| Participant deferral / active EE | $1,605 | $6,519-75.4% | $7,897-79.7% | $4,139-61.2% |
| Admin fee / account holder | $3,917 | $8,390-53.3% | $13,129-70.2% | $7,234-45.9% |