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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 | $32,735 | $62,672-47.8% | $185,117-82.3% | $70,126-53.3% |
| Participation rate | 26.3% | 63.8%-37.5pp | 77.3%-50.9pp | 69.5%-43.2pp |
| Annual return | 14.02% | 40.79%-26.8pp | 40.50%-26.5pp | 73.15%-59.1pp |
| Employer contribution / active EE | $449 | $1,753-74.4% | $4,182-89.3% | $2,343-80.8% |
| Participant deferral / active EE | $674 | $3,272-79.4% | $5,045-86.6% | $3,332-79.8% |
| Admin fee / account holder | $5,463 | $3,932+39.0% | $8,159-33.0% | $4,645+17.6% |