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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 | $26,466 | $76,551-65.4% | $123,894-78.6% | $62,881-57.9% |
| Participation rate | 55.9% | 73.0%-17.1pp | 81.4%-25.5pp | 69.3%-13.4pp |
| Annual return | 8.77% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $615 | $2,882-78.7% | $4,617-86.7% | $2,281-73.0% |
| Participant deferral / active EE | $1,101 | $4,840-77.2% | $5,984-81.6% | $3,203-65.6% |
| Admin fee / account holder | $454 | $4,826-90.6% | $8,357-94.6% | $4,296-89.4% |