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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 | $27,204 | $67,894-59.9% | $89,340-69.6% | $82,448-67.0% |
| Participation rate | 25.9% | 64.0%-38.2pp | 69.6%-43.7pp | 68.1%-42.2pp |
| Annual return | 13.96% | 19.21%-5.2pp | 20.57%-6.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $371 | $1,828-79.7% | $2,231-83.4% | $2,551-85.5% |
| Participant deferral / active EE | $1,052 | $3,072-65.8% | $3,823-72.5% | $4,139-74.6% |
| Admin fee / account holder | $2,989 | $5,723-47.8% | $6,704-55.4% | $7,234-58.7% |