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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 | $18,041 | $56,110-67.8% | $94,993-81.0% | $70,126-74.3% |
| Participation rate | 43.3% | 65.0%-21.7pp | 73.9%-30.6pp | 69.5%-26.2pp |
| Annual return | 16.65% | 51.02%-34.4pp | 27.14%-10.5pp | 73.15%-56.5pp |
| Employer contribution / active EE | $656 | $1,442-54.5% | $2,603-74.8% | $2,343-72.0% |
| Participant deferral / active EE | $901 | $2,391-62.3% | $3,317-72.9% | $3,332-73.0% |
| Admin fee / account holder | $1,164 | $3,456-66.3% | $4,960-76.5% | $4,645-74.9% |