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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 | $40,531 | $106,524-62.0% | $152,301-73.4% | $87,485-53.7% |
| Participation rate | 15.0% | 75.8%-60.8pp | 82.4%-67.4pp | 68.9%-53.9pp |
| Annual return | 19.03% | 26.89%-7.9pp | 80.50%-61.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $642 | $3,371-81.0% | $4,624-86.1% | $2,596-75.3% |
| Participant deferral / active EE | $928 | $6,525-85.8% | $8,004-88.4% | $4,274-78.3% |
| Admin fee / account holder | $1,681 | $8,287-79.7% | $14,398-88.3% | $7,775-78.4% |