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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 | $35,181 | $63,949-45.0% | $129,031-72.7% | $94,015-62.6% |
| Participation rate | 26.7% | 63.4%-36.8pp | 73.4%-46.7pp | 70.8%-44.2pp |
| Annual return | 17.11% | 17.56%-0.5pp | 34.67%-17.6pp | 17.84%-0.7pp |
| Employer contribution / active EE | $716 | $1,865-61.6% | $3,226-77.8% | $2,790-74.3% |
| Participant deferral / active EE | $779 | $3,686-78.9% | $5,217-85.1% | $4,249-81.7% |
| Admin fee / account holder | $537 | $5,523-90.3% | $13,208-95.9% | $8,951-94.0% |