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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 | $63,456-57.6% | $100,712-73.3% | $64,097-58.0% |
| Participation rate | 15.0% | 49.7%-34.7pp | 69.3%-54.3pp | 55.2%-40.2pp |
| Annual return | 17.21% | 19.65%-2.4pp | 33.27%-16.1pp | 34.64%-17.4pp |
| Employer contribution / active EE | $223 | $1,003-77.8% | $2,313-90.4% | $1,891-88.2% |
| Participant deferral / active EE | $520 | $2,463-78.9% | $4,085-87.3% | $3,080-83.1% |
| Admin fee / account holder | $2,957 | $4,808-38.5% | $9,256-68.1% | $3,454-14.4% |