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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 | $32,986 | $53,777-38.7% | $134,155-75.4% | $79,858-58.7% |
| Participation rate | 15.9% | 58.8%-42.9pp | 72.2%-56.3pp | 69.6%-53.7pp |
| Annual return | 15.79% | 19.01%-3.2pp | 36.34%-20.6pp | 31.72%-15.9pp |
| Employer contribution / active EE | $355 | $1,321-73.1% | $3,705-90.4% | $2,471-85.6% |
| Participant deferral / active EE | $621 | $2,420-74.3% | $3,500-82.3% | $3,740-83.4% |
| Admin fee / account holder | $333 | $3,984-91.6% | $6,685-95.0% | $5,306-93.7% |