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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 | $35,699 | $81,331-56.1% | $155,534-77.0% | $80,935-55.9% |
| Participation rate | 20.4% | 66.3%-45.8pp | 78.2%-57.8pp | 67.7%-47.3pp |
| Annual return | 11.27% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $625 | $3,105-79.9% | $4,675-86.6% | $2,757-77.3% |
| Participant deferral / active EE | $683 | $3,454-80.2% | $5,630-87.9% | $4,299-84.1% |
| Admin fee / account holder | $1,032 | $7,999-87.1% | $15,900-93.5% | $6,924-85.1% |