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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 | $41,190 | $67,894-39.3% | $89,340-53.9% | $82,448-50.0% |
| Participation rate | 20.4% | 64.0%-43.6pp | 69.6%-49.2pp | 68.1%-47.7pp |
| Annual return | 19.07% | 19.21%-0.1pp | 20.57%-1.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $475 | $1,828-74.0% | $2,231-78.7% | $2,551-81.4% |
| Participant deferral / active EE | $543 | $3,072-82.3% | $3,823-85.8% | $4,139-86.9% |
| Admin fee / account holder | $1,850 | $5,723-67.7% | $6,704-72.4% | $7,234-74.4% |