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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 | $35,722 | $62,686-43.0% | $178,505-80.0% | $77,762-54.1% |
| Participation rate | 23.8% | 66.9%-43.1pp | 77.1%-53.3pp | 70.6%-46.8pp |
| Annual return | 13.07% | 16.16%-3.1pp | 27.16%-14.1pp | 31.27%-18.2pp |
| Employer contribution / active EE | $535 | $1,914-72.1% | $3,955-86.5% | $2,728-80.4% |
| Participant deferral / active EE | $1,151 | $4,224-72.7% | $6,280-81.7% | $4,651-75.2% |
| Admin fee / account holder | $2,511 | $386+550.5% | $10,428-75.9% | $433+480.2% |