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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 | $25,636 | $106,749-76.0% | $145,433-82.4% | $82,448-68.9% |
| Participation rate | 20.0% | 75.6%-55.6pp | 82.1%-62.1pp | 68.1%-48.1pp |
| Annual return | 17.08% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $864 | $3,444-74.9% | $4,554-81.0% | $2,551-66.1% |
| Participant deferral / active EE | $983 | $6,519-84.9% | $7,897-87.6% | $4,139-76.3% |
| Admin fee / account holder | $5,422 | $8,390-35.4% | $13,129-58.7% | $7,234-25.0% |