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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 | $21,259 | $76,551-72.2% | $123,894-82.8% | $62,881-66.2% |
| Participation rate | 26.1% | 73.0%-46.9pp | 81.4%-55.3pp | 69.3%-43.2pp |
| Annual return | 10.92% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $649 | $2,882-77.5% | $4,617-85.9% | $2,281-71.5% |
| Participant deferral / active EE | $1,145 | $4,840-76.3% | $5,984-80.9% | $3,203-64.3% |
| Admin fee / account holder | $640 | $4,826-86.7% | $8,357-92.3% | $4,296-85.1% |