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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 | $25,555 | $65,034-60.7% | $90,970-71.9% | $79,856-68.0% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 13.18% | 30.45%-17.3pp | 134.60%-121.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $422 | $1,247-66.2% | $2,122-80.1% | $2,471-82.9% |
| Participant deferral / active EE | $594 | $2,512-76.4% | $3,373-82.4% | $3,741-84.1% |
| Admin fee / account holder | $1,474 | $4,536-67.5% | $5,961-75.3% | $5,306-72.2% |