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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 | $21,733 | $52,580-58.7% | $71,671-69.7% | $70,126-69.0% |
| Participation rate | 31.3% | 60.9%-29.6pp | 68.7%-37.5pp | 69.5%-38.3pp |
| Annual return | 22.91% | 20.25%+2.7pp | 20.65%+2.3pp | 73.15%-50.2pp |
| Employer contribution / active EE | $985 | $1,616-39.1% | $2,460-60.0% | $2,343-58.0% |
| Participant deferral / active EE | $389 | $2,386-83.7% | $3,438-88.7% | $3,332-88.3% |
| Admin fee / account holder | $338 | $3,653-90.8% | $5,558-93.9% | $4,645-92.7% |