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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 | $21,357 | $57,828-63.1% | $117,039-81.8% | $70,131-69.5% |
| Participation rate | 26.7% | 67.1%-40.5pp | 77.2%-50.5pp | 69.5%-42.9pp |
| Annual return | 16.99% | 17.55%-0.6pp | 18.95%-2.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $613 | $1,816-66.3% | $3,785-83.8% | $2,342-73.8% |
| Participant deferral / active EE | $897 | $2,438-63.2% | $3,929-77.2% | $3,332-73.1% |
| Admin fee / account holder | $1,887 | $3,548-46.8% | $5,974-68.4% | $4,645-59.4% |