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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 | $26,893 | $65,246-58.8% | $98,716-72.8% | $67,986-60.4% |
| Participation rate | 15.0% | 51.4%-36.5pp | 69.3%-54.3pp | 57.2%-42.2pp |
| Annual return | 17.21% | 20.58%-3.4pp | 31.81%-14.6pp | 31.67%-14.5pp |
| Employer contribution / active EE | $223 | $1,042-78.6% | $2,279-90.2% | $2,019-89.0% |
| Participant deferral / active EE | $520 | $2,594-80.0% | $4,048-87.2% | $3,358-84.5% |
| Admin fee / account holder | $2,957 | $4,561-35.2% | $8,703-66.0% | $3,203-7.7% |