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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 | $24,286 | $106,524-77.2% | $152,301-84.1% | $87,485-72.2% |
| Participation rate | 42.4% | 75.8%-33.3pp | 82.4%-40.0pp | 68.9%-26.5pp |
| Annual return | 36.12% | 26.89%+9.2pp | 80.50%-44.4pp | 26.06%+10.1pp |
| Employer contribution / active EE | $597 | $3,371-82.3% | $4,624-87.1% | $2,596-77.0% |
| Participant deferral / active EE | $1,584 | $6,525-75.7% | $8,004-80.2% | $4,274-62.9% |
| Admin fee / account holder | $5,754 | $8,287-30.6% | $14,398-60.0% | $7,775-26.0% |