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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 | $26,021 | $59,440-56.2% | $78,004-66.6% | $82,637-68.5% |
| Participation rate | 66.7% | 62.8%+3.8pp | 69.4%-2.8pp | 68.1%-1.4pp |
| Annual return | 15.59% | 40.24%-24.7pp | 31.07%-15.5pp | 53.51%-37.9pp |
| Employer contribution / active EE | $374 | $1,750-78.6% | $2,469-84.9% | $2,552-85.4% |
| Participant deferral / active EE | $578 | $3,138-81.6% | $4,092-85.9% | $4,126-86.0% |
| Admin fee / account holder | $1,311 | $5,504-76.2% | $7,578-82.7% | $7,339-82.1% |