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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 | $26,823 | $99,875-73.1% | $146,866-81.7% | $86,983-69.2% |
| Participation rate | 32.7% | 75.8%-43.1pp | 82.5%-49.8pp | 69.5%-36.8pp |
| Annual return | 18.43% | 28.10%-9.7pp | 102.85%-84.4pp | 25.83%-7.4pp |
| Employer contribution / active EE | $754 | $3,224-76.6% | $4,425-82.9% | $2,584-70.8% |
| Participant deferral / active EE | $1,515 | $6,322-76.0% | $7,759-80.5% | $4,194-63.9% |
| Admin fee / account holder | $4,018 | $7,838-48.7% | $13,620-70.5% | $7,856-48.8% |