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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 | $18,080 | $52,580-65.6% | $71,671-74.8% | $70,126-74.2% |
| Participation rate | 48.1% | 60.9%-12.7pp | 68.7%-20.6pp | 69.5%-21.4pp |
| Annual return | 14.73% | 20.25%-5.5pp | 20.65%-5.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $525 | $1,616-67.5% | $2,460-78.7% | $2,343-77.6% |
| Participant deferral / active EE | $741 | $2,386-69.0% | $3,438-78.5% | $3,332-77.8% |
| Admin fee / account holder | $825 | $3,653-77.4% | $5,558-85.2% | $4,645-82.2% |