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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 | $32,509 | $78,707-58.7% | $117,861-72.4% | $70,126-53.6% |
| Participation rate | 38.2% | 73.2%-35.0pp | 79.7%-41.5pp | 69.5%-31.4pp |
| Annual return | 18.13% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.0pp |
| Employer contribution / active EE | $772 | $2,223-65.3% | $3,786-79.6% | $2,343-67.1% |
| Participant deferral / active EE | $1,222 | $3,297-62.9% | $4,482-72.7% | $3,332-63.3% |
| Admin fee / account holder | $2,150 | $5,066-57.6% | $8,021-73.2% | $4,645-53.7% |