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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 | $28,169 | $63,773-55.8% | $81,286-65.3% | $80,925-65.2% |
| Participation rate | 10.3% | 63.9%-53.6pp | 69.5%-59.2pp | 67.7%-57.4pp |
| Annual return | 15.05% | 16.37%-1.3pp | 24.80%-9.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $448 | $1,979-77.4% | $2,463-81.8% | $2,756-83.8% |
| Participant deferral / active EE | $874 | $3,093-71.7% | $3,883-77.5% | $4,299-79.7% |
| Admin fee / account holder | $1,542 | $5,682-72.9% | $5,764-73.2% | $6,940-77.8% |