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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 | $20,391 | $51,283-60.2% | $95,740-78.7% | $71,511-71.5% |
| Participation rate | 15.2% | 63.1%-47.9pp | 72.3%-57.1pp | 67.9%-52.8pp |
| Annual return | 17.97% | 25.25%-7.3pp | 28.41%-10.4pp | 28.86%-10.9pp |
| Employer contribution / active EE | $511 | $1,817-71.9% | $2,836-82.0% | $2,589-80.3% |
| Participant deferral / active EE | $832 | $3,365-75.3% | $4,244-80.4% | $4,291-80.6% |
| Admin fee / account holder | $994 | $1,135-12.4% | $5,676-82.5% | $1,588-37.4% |