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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 | $25,505 | $70,002-63.6% | $115,037-77.8% | $52,331-51.3% |
| Participation rate | 16.5% | 72.1%-55.6pp | 81.4%-64.8pp | 68.1%-51.6pp |
| Annual return | 2.00% | 4.04%-2.0pp | 26.14%-24.1pp | 4.54%-2.5pp |
| Employer contribution / active EE | $507 | $2,715-81.3% | $4,608-89.0% | $1,882-73.0% |
| Participant deferral / active EE | $1,471 | $4,920-70.1% | $6,026-75.6% | $3,022-51.3% |
| Admin fee / account holder | $392 | $566-30.8% | $8,175-95.2% | $592-33.8% |