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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 | $24,705 | $49,693-50.3% | $70,548-65.0% | $74,440-66.8% |
| Participation rate | 22.4% | 64.7%-42.2pp | 68.3%-45.9pp | 70.7%-48.3pp |
| Annual return | 18.54% | 21.22%-2.7pp | 32.78%-14.2pp | 34.37%-15.8pp |
| Employer contribution / active EE | $506 | $1,773-71.5% | $2,975-83.0% | $2,638-80.8% |
| Participant deferral / active EE | $969 | $3,376-71.3% | $4,567-78.8% | $4,529-78.6% |
| Admin fee / account holder | $419 | $316+32.7% | $6,424-93.5% | $348+20.4% |