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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 | $24,732 | $81,331-69.6% | $155,534-84.1% | $80,935-69.4% |
| Participation rate | 28.6% | 66.3%-37.7pp | 78.2%-49.6pp | 67.7%-39.1pp |
| Annual return | 12.81% | 33.37%-20.6pp | 64.92%-52.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $484 | $3,105-84.4% | $4,675-89.6% | $2,757-82.4% |
| Participant deferral / active EE | $790 | $3,454-77.1% | $5,630-86.0% | $4,299-81.6% |
| Admin fee / account holder | $1,227 | $7,999-84.7% | $15,900-92.3% | $6,924-82.3% |