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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 | $22,837 | $77,962-70.7% | $178,540-87.2% | $80,935-71.8% |
| Participation rate | 35.4% | 65.7%-30.3pp | 77.1%-41.7pp | 67.7%-32.3pp |
| Annual return | 12.39% | 18.10%-5.7pp | 27.15%-14.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $489 | $2,280-78.6% | $3,953-87.6% | $2,757-82.3% |
| Participant deferral / active EE | $829 | $4,404-81.2% | $6,281-86.8% | $4,299-80.7% |
| Admin fee / account holder | $417 | $7,156-94.2% | $10,424-96.0% | $6,924-94.0% |