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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 | $21,083 | $69,590-69.7% | $136,867-84.6% | $94,015-77.6% |
| Participation rate | 44.8% | 66.3%-21.5pp | 74.5%-29.7pp | 70.8%-26.0pp |
| Annual return | 13.84% | 19.62%-5.8pp | 42.97%-29.1pp | 17.84%-4.0pp |
| Employer contribution / active EE | $705 | $2,396-70.6% | $3,547-80.1% | $2,790-74.7% |
| Participant deferral / active EE | $973 | $3,437-71.7% | $4,924-80.2% | $4,249-77.1% |
| Admin fee / account holder | $445 | $8,912-95.0% | $10,340-95.7% | $8,951-95.0% |