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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 | $26,688 | $80,138-66.7% | $130,231-79.5% | $71,511-62.7% |
| Participation rate | 30.5% | 71.0%-40.5pp | 76.3%-45.8pp | 67.9%-37.5pp |
| Annual return | 25.82% | 16.81%+9.0pp | 38.86%-13.0pp | 28.86%-3.0pp |
| Employer contribution / active EE | $848 | $2,834-70.1% | $4,126-79.4% | $2,589-67.3% |
| Participant deferral / active EE | $1,604 | $4,641-65.4% | $6,799-76.4% | $4,291-62.6% |
| Admin fee / account holder | $1,046 | $1,035+1.1% | $6,020-82.6% | $1,588-34.2% |