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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 | $19,344 | $71,230-72.8% | $93,727-79.4% | $80,959-76.1% |
| Participation rate | 14.9% | 60.4%-45.5pp | 68.7%-53.8pp | 67.7%-52.8pp |
| Annual return | 26.14% | 11.26%+14.9pp | 133.83%-107.7pp | 35.67%-9.5pp |
| Employer contribution / active EE | $461 | $1,565-70.5% | $2,421-80.9% | $2,757-83.3% |
| Participant deferral / active EE | $1,047 | $4,037-74.1% | $4,417-76.3% | $4,300-75.7% |
| Admin fee / account holder | $1,296 | $6,961-81.4% | $8,292-84.4% | $6,925-81.3% |