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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 | $27,552 | $54,541-49.5% | $78,778-65.0% | $70,126-60.7% |
| Participation rate | 35.3% | 60.8%-25.5pp | 69.2%-33.9pp | 69.5%-34.2pp |
| Annual return | 15.38% | 21.07%-5.7pp | 35.62%-20.2pp | 73.15%-57.8pp |
| Employer contribution / active EE | $500 | $1,089-54.0% | $1,986-74.8% | $2,343-78.6% |
| Participant deferral / active EE | $720 | $2,210-67.4% | $2,958-75.7% | $3,332-78.4% |
| Admin fee / account holder | $3,112 | $3,709-16.1% | $5,134-39.4% | $4,645-33.0% |