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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 | $23,391 | $76,551-69.4% | $123,894-81.1% | $62,881-62.8% |
| Participation rate | 39.2% | 73.0%-33.8pp | 81.4%-42.2pp | 69.3%-30.1pp |
| Annual return | 14.67% | 18.68%-4.0pp | 47.52%-32.8pp | 20.14%-5.5pp |
| Employer contribution / active EE | $2,047 | $2,882-29.0% | $4,617-55.7% | $2,281-10.3% |
| Participant deferral / active EE | $1,952 | $4,840-59.7% | $5,984-67.4% | $3,203-39.1% |
| Admin fee / account holder | $820 | $4,826-83.0% | $8,357-90.2% | $4,296-80.9% |