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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 | $18,001 | $50,175-64.1% | $99,475-81.9% | $65,185-72.4% |
| Participation rate | 60.8% | 68.4%-7.6pp | 73.8%-13.0pp | 70.2%-9.4pp |
| Annual return | 23.49% | 25.36%-1.9pp | 30.72%-7.2pp | 29.38%-5.9pp |
| Employer contribution / active EE | $800 | $1,496-46.5% | $2,540-68.5% | $2,177-63.2% |
| Participant deferral / active EE | $1,145 | $2,748-58.3% | $3,619-68.4% | $3,514-67.4% |
| Admin fee / account holder | $526 | $398+32.4% | $6,252-91.6% | $847-37.9% |