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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 | $26,910 | $73,532-63.4% | $178,505-84.9% | $74,478-63.9% |
| Participation rate | 29.2% | 66.6%-37.3pp | 77.1%-47.9pp | 67.2%-38.0pp |
| Annual return | 13.61% | 17.49%-3.9pp | 27.16%-13.5pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $713 | $2,221-67.9% | $3,955-82.0% | $2,626-72.8% |
| Participant deferral / active EE | $1,476 | $4,519-67.3% | $6,280-76.5% | $4,350-66.1% |
| Admin fee / account holder | $516 | $1,813-71.5% | $10,428-95.1% | $1,946-73.5% |