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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 | $26,511 | $76,551-65.4% | $123,894-78.6% | $62,881-57.8% |
| Participation rate | 62.5% | 73.0%-10.5pp | 81.4%-18.9pp | 69.3%-6.8pp |
| Annual return | 6.88% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $485 | $2,882-83.2% | $4,617-89.5% | $2,281-78.8% |
| Participant deferral / active EE | $745 | $4,840-84.6% | $5,984-87.5% | $3,203-76.7% |
| Admin fee / account holder | $3,624 | $4,826-24.9% | $8,357-56.6% | $4,296-15.6% |