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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 | $16,623 | $57,119-70.9% | $85,187-80.5% | $80,935-79.5% |
| Participation rate | 27.5% | 56.4%-28.9pp | 67.5%-40.0pp | 67.7%-40.2pp |
| Annual return | 11.18% | 21.70%-10.5pp | 66.67%-55.5pp | 35.66%-24.5pp |
| Employer contribution / active EE | $624 | $1,802-65.3% | $2,732-77.2% | $2,757-77.4% |
| Participant deferral / active EE | $754 | $3,115-75.8% | $4,525-83.3% | $4,299-82.5% |
| Admin fee / account holder | $1,521 | $4,990-69.5% | $6,162-75.3% | $6,924-78.0% |