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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 | $25,262 | $63,949-60.5% | $129,031-80.4% | $94,015-73.1% |
| Participation rate | 8.8% | 63.4%-54.7pp | 73.4%-64.6pp | 70.8%-62.1pp |
| Annual return | 15.41% | 17.56%-2.2pp | 34.67%-19.3pp | 17.84%-2.4pp |
| Employer contribution / active EE | $220 | $1,865-88.2% | $3,226-93.2% | $2,790-92.1% |
| Participant deferral / active EE | $274 | $3,686-92.6% | $5,217-94.7% | $4,249-93.5% |
| Admin fee / account holder | $534 | $5,523-90.3% | $13,208-96.0% | $8,951-94.0% |