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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 | $54,965 | $77,094-28.7% | $173,703-68.4% | $69,733-21.2% |
| Participation rate | 7.6% | 55.7%-48.1pp | 75.9%-68.3pp | 62.5%-54.9pp |
| Annual return | 20.83% | 11.44%+9.4pp | 17.46%+3.4pp | 15.22%+5.6pp |
| Employer contribution / active EE | $323 | $1,704-81.0% | $4,288-92.5% | $2,250-85.6% |
| Participant deferral / active EE | $686 | $2,355-70.9% | $4,854-85.9% | $3,054-77.5% |
| Admin fee / account holder | $348 | $2,291-84.8% | $15,562-97.8% | $3,102-88.8% |