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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 | $19,129 | $56,894-66.4% | $84,753-77.4% | $62,881-69.6% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 6.10% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,559 | $2,400-35.0% | $3,574-56.4% | $2,281-31.6% |
| Participant deferral / active EE | $617 | $2,709-77.2% | $3,712-83.4% | $3,203-80.7% |
| Admin fee / account holder | $2,364 | $3,581-34.0% | $5,333-55.7% | $4,296-45.0% |