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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 | $16,567 | $69,444-76.1% | $92,985-82.2% | $87,485-81.1% |
| Participation rate | 41.8% | 63.3%-21.5pp | 69.5%-27.7pp | 68.9%-27.2pp |
| Annual return | 14.52% | 23.85%-9.3pp | 27.99%-13.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $598 | $1,917-68.8% | $2,662-77.5% | $2,596-77.0% |
| Participant deferral / active EE | $1,180 | $3,364-64.9% | $4,377-73.0% | $4,274-72.4% |
| Admin fee / account holder | $2,891 | $6,137-52.9% | $9,463-69.4% | $7,775-62.8% |