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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 | $27,873 | $58,493-52.3% | $84,023-66.8% | $72,976-61.8% |
| Participation rate | 39.4% | 61.2%-21.8pp | 69.0%-29.6pp | 69.5%-30.1pp |
| Annual return | 19.90% | 28.93%-9.0pp | 71.32%-51.4pp | 81.02%-61.1pp |
| Employer contribution / active EE | $682 | $1,163-41.4% | $1,984-65.6% | $2,440-72.1% |
| Participant deferral / active EE | $998 | $2,394-58.3% | $3,239-69.2% | $3,608-72.3% |
| Admin fee / account holder | $1,132 | $4,569-75.2% | $6,102-81.5% | $5,124-77.9% |