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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 | $24,559 | $54,541-55.0% | $78,778-68.8% | $70,126-65.0% |
| Participation rate | 41.7% | 60.8%-19.1pp | 69.2%-27.5pp | 69.5%-27.9pp |
| Annual return | 23.08% | 21.07%+2.0pp | 35.62%-12.5pp | 73.15%-50.1pp |
| Employer contribution / active EE | $435 | $1,089-60.0% | $1,986-78.1% | $2,343-81.4% |
| Participant deferral / active EE | $775 | $2,210-64.9% | $2,958-73.8% | $3,332-76.7% |
| Admin fee / account holder | $2,668 | $3,709-28.1% | $5,134-48.0% | $4,645-42.6% |