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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 | $21,912 | $78,027-71.9% | $178,528-87.7% | $80,925-72.9% |
| Participation rate | 31.3% | 65.7%-34.4pp | 77.1%-45.9pp | 67.7%-36.4pp |
| Annual return | 13.52% | 18.09%-4.6pp | 27.11%-13.6pp | 35.65%-22.1pp |
| Employer contribution / active EE | $590 | $2,281-74.1% | $3,950-85.1% | $2,756-78.6% |
| Participant deferral / active EE | $1,369 | $4,408-68.9% | $6,278-78.2% | $4,299-68.2% |
| Admin fee / account holder | $1,408 | $7,168-80.4% | $10,419-86.5% | $6,940-79.7% |