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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 | $24,167 | $106,749-77.4% | $145,433-83.4% | $82,448-70.7% |
| Participation rate | 33.0% | 75.6%-42.7pp | 82.1%-49.2pp | 68.1%-35.1pp |
| Annual return | 19.02% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $736 | $3,444-78.6% | $4,554-83.8% | $2,551-71.2% |
| Participant deferral / active EE | $1,276 | $6,519-80.4% | $7,897-83.8% | $4,139-69.2% |
| Admin fee / account holder | $803 | $8,390-90.4% | $13,129-93.9% | $7,234-88.9% |