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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 | $21,393 | $72,273-70.4% | $101,275-78.9% | $79,856-73.2% |
| Participation rate | 32.3% | 68.5%-36.2pp | 75.8%-43.6pp | 69.6%-37.4pp |
| Annual return | 18.02% | 22.30%-4.3pp | 46.48%-28.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $830 | $2,691-69.2% | $3,660-77.3% | $2,471-66.4% |
| Participant deferral / active EE | $1,246 | $3,282-62.0% | $4,371-71.5% | $3,741-66.7% |
| Admin fee / account holder | $381 | $4,401-91.3% | $5,948-93.6% | $5,306-92.8% |