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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 | $20,968 | $98,652-78.7% | $142,942-85.3% | $82,448-74.6% |
| Participation rate | 28.6% | 72.8%-44.2pp | 76.8%-48.3pp | 68.1%-39.5pp |
| Annual return | 19.37% | 22.65%-3.3pp | 113.70%-94.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $692 | $3,211-78.4% | $4,139-83.3% | $2,551-72.9% |
| Participant deferral / active EE | $1,451 | $5,580-74.0% | $7,128-79.6% | $4,139-64.9% |
| Admin fee / account holder | $1,086 | $8,078-86.6% | $12,475-91.3% | $7,234-85.0% |