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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 | $31,748 | $81,487-61.0% | $102,412-69.0% | $80,935-60.8% |
| Participation rate | 32.5% | 66.8%-34.3pp | 74.5%-42.0pp | 67.7%-35.2pp |
| Annual return | 13.14% | 25.60%-12.5pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $918 | $3,103-70.4% | $3,870-76.3% | $2,757-66.7% |
| Participant deferral / active EE | $1,207 | $3,871-68.8% | $5,060-76.1% | $4,299-71.9% |
| Admin fee / account holder | $4,879 | $6,717-27.4% | $8,388-41.8% | $6,924-29.5% |