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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 | $58,627-55.6% | $76,735-66.1% | $82,448-68.4% |
| Participation rate | 66.7% | 63.2%+3.4pp | 69.5%-2.8pp | 68.1%-1.4pp |
| Annual return | 15.59% | 39.10%-23.5pp | 29.77%-14.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $374 | $1,729-78.4% | $2,454-84.8% | $2,551-85.3% |
| Participant deferral / active EE | $578 | $3,134-81.5% | $4,088-85.8% | $4,139-86.0% |
| Admin fee / account holder | $1,311 | $5,323-75.4% | $7,189-81.8% | $7,234-81.9% |