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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 | $24,829 | $84,236-70.5% | $170,435-85.4% | $70,126-64.6% |
| Participation rate | 63.1% | 70.8%-7.8pp | 83.6%-20.5pp | 69.5%-6.5pp |
| Annual return | 13.78% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $407 | $3,387-88.0% | $5,432-92.5% | $2,343-82.6% |
| Participant deferral / active EE | $431 | $3,086-86.0% | $4,939-91.3% | $3,332-87.0% |
| Admin fee / account holder | $4,218 | $5,698-26.0% | $13,881-69.6% | $4,645-9.2% |