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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 | $25,076 | $84,236-70.2% | $170,439-85.3% | $70,124-64.2% |
| Participation rate | 54.3% | 70.8%-16.5pp | 83.6%-29.3pp | 69.5%-15.2pp |
| Annual return | 12.95% | 23.06%-10.1pp | 205.94%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $607 | $3,387-82.1% | $5,433-88.8% | $2,342-74.1% |
| Participant deferral / active EE | $696 | $3,086-77.4% | $4,939-85.9% | $3,332-79.1% |
| Admin fee / account holder | $1,443 | $5,698-74.7% | $13,881-89.6% | $4,645-68.9% |