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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 | $28,928 | $81,358-64.4% | $155,556-81.4% | $80,959-64.3% |
| Participation rate | 21.4% | 66.3%-44.8pp | 78.2%-56.8pp | 67.7%-46.2pp |
| Annual return | 30.29% | 33.39%-3.1pp | 64.84%-34.5pp | 35.67%-5.4pp |
| Employer contribution / active EE | $382 | $3,106-87.7% | $4,675-91.8% | $2,757-86.2% |
| Participant deferral / active EE | $818 | $3,455-76.3% | $5,631-85.5% | $4,300-81.0% |
| Admin fee / account holder | $718 | $7,994-91.0% | $15,885-95.5% | $6,925-89.6% |