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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 | $24,019 | $76,551-68.6% | $123,894-80.6% | $62,881-61.8% |
| Participation rate | 42.2% | 73.0%-30.8pp | 81.4%-39.2pp | 69.3%-27.1pp |
| Annual return | 10.09% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.1pp |
| Employer contribution / active EE | $843 | $2,882-70.8% | $4,617-81.7% | $2,281-63.0% |
| Participant deferral / active EE | $1,406 | $4,840-70.9% | $5,984-76.5% | $3,203-56.1% |
| Admin fee / account holder | $3,193 | $4,826-33.8% | $8,357-61.8% | $4,296-25.7% |