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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 | $77,574-69.2% | $108,753-78.0% | $86,983-72.5% |
| Participation rate | 19.4% | 62.3%-42.9pp | 71.1%-51.6pp | 69.5%-50.1pp |
| Annual return | 15.86% | 18.42%-2.6pp | 37.47%-21.6pp | 25.83%-10.0pp |
| Employer contribution / active EE | $347 | $1,611-78.5% | $2,427-85.7% | $2,584-86.6% |
| Participant deferral / active EE | $1,211 | $3,128-61.3% | $4,115-70.6% | $4,194-71.1% |
| Admin fee / account holder | $1,289 | $6,529-80.3% | $10,320-87.5% | $7,856-83.6% |