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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 | $20,038 | $73,787-72.8% | $98,716-79.7% | $82,448-75.7% |
| Participation rate | 19.4% | 61.4%-42.0pp | 69.3%-49.9pp | 68.1%-48.7pp |
| Annual return | 15.20% | 18.57%-3.4pp | 31.81%-16.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $572 | $1,511-62.2% | $2,279-74.9% | $2,551-77.6% |
| Participant deferral / active EE | $609 | $3,081-80.2% | $4,048-85.0% | $4,139-85.3% |
| Admin fee / account holder | $1,395 | $6,500-78.5% | $8,703-84.0% | $7,234-80.7% |