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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 | $34,914 | $86,919-59.8% | $102,457-65.9% | $80,911-56.8% |
| Participation rate | 53.3% | 72.4%-19.0pp | 76.5%-23.2pp | 67.6%-14.3pp |
| Annual return | 12.23% | 18.90%-6.7pp | 29.41%-17.2pp | 35.63%-23.4pp |
| Employer contribution / active EE | $969 | $2,368-59.1% | $3,022-67.9% | $2,756-64.8% |
| Participant deferral / active EE | $1,520 | $4,119-63.1% | $5,054-69.9% | $4,297-64.6% |
| Admin fee / account holder | $1,265 | $8,049-84.3% | $9,451-86.6% | $6,935-81.8% |