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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 | $20,587 | $65,361-68.5% | $92,903-77.8% | $72,983-71.8% |
| Participation rate | 36.7% | 68.3%-31.6pp | 76.0%-39.3pp | 69.5%-32.8pp |
| Annual return | 22.06% | 42.11%-20.0pp | 109.43%-87.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $797 | $2,594-69.3% | $3,653-78.2% | $2,440-67.3% |
| Participant deferral / active EE | $1,226 | $3,128-60.8% | $4,238-71.1% | $3,608-66.0% |
| Admin fee / account holder | $2,558 | $4,251-39.8% | $5,795-55.9% | $5,124-50.1% |