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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 | $23,915 | $76,834-68.9% | $108,359-77.9% | $87,485-72.7% |
| Participation rate | 19.4% | 61.7%-42.3pp | 70.1%-50.7pp | 68.9%-49.5pp |
| Annual return | 15.86% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $347 | $1,556-77.7% | $2,399-85.5% | $2,596-86.6% |
| Participant deferral / active EE | $1,211 | $3,100-60.9% | $4,137-70.7% | $4,274-71.7% |
| Admin fee / account holder | $1,289 | $6,537-80.3% | $9,741-86.8% | $7,775-83.4% |