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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 | $27,056 | $58,523-53.8% | $99,475-72.8% | $72,975-62.9% |
| Participation rate | 25.0% | 64.6%-39.6pp | 73.8%-48.8pp | 69.5%-44.5pp |
| Annual return | 18.45% | 28.51%-10.1pp | 30.72%-12.3pp | 81.01%-62.6pp |
| Employer contribution / active EE | $539 | $1,512-64.3% | $2,540-78.8% | $2,440-77.9% |
| Participant deferral / active EE | $628 | $2,606-75.9% | $3,619-82.6% | $3,608-82.6% |
| Admin fee / account holder | $3,050 | $4,102-25.6% | $6,252-51.2% | $5,124-40.5% |