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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 | $33,090 | $101,795-67.5% | $165,100-80.0% | $80,959-59.1% |
| Participation rate | 17.6% | 71.8%-54.2pp | 78.6%-61.0pp | 67.7%-50.0pp |
| Annual return | 12.13% | 16.73%-4.6pp | 70.21%-58.1pp | 35.67%-23.5pp |
| Employer contribution / active EE | $839 | $2,954-71.6% | $4,348-80.7% | $2,757-69.6% |
| Participant deferral / active EE | $1,781 | $4,476-60.2% | $6,035-70.5% | $4,300-58.6% |
| Admin fee / account holder | $370 | $8,221-95.5% | $12,696-97.1% | $6,925-94.7% |