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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 | $25,819 | $90,400-71.4% | $186,193-86.1% | $87,485-70.5% |
| Participation rate | 29.2% | 66.2%-37.0pp | 77.1%-47.9pp | 68.9%-39.7pp |
| Annual return | 17.70% | 22.15%-4.4pp | 78.03%-60.3pp | 26.06%-8.4pp |
| Employer contribution / active EE | $691 | $2,170-68.2% | $3,918-82.4% | $2,596-73.4% |
| Participant deferral / active EE | $1,010 | $4,330-76.7% | $6,513-84.5% | $4,274-76.4% |
| Admin fee / account holder | $771 | $8,673-91.1% | $11,058-93.0% | $7,775-90.1% |