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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 | $30,395 | $81,331-62.6% | $155,534-80.5% | $80,935-62.4% |
| Participation rate | 57.5% | 66.3%-8.7pp | 78.2%-20.7pp | 67.7%-10.1pp |
| Annual return | 14.49% | 33.37%-18.9pp | 64.92%-50.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $498 | $3,105-84.0% | $4,675-89.4% | $2,757-81.9% |
| Participant deferral / active EE | $841 | $3,454-75.6% | $5,630-85.1% | $4,299-80.4% |
| Admin fee / account holder | $894 | $7,999-88.8% | $15,900-94.4% | $6,924-87.1% |