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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 | $26,817 | $76,551-65.0% | $123,894-78.4% | $62,881-57.4% |
| Participation rate | 40.4% | 73.0%-32.6pp | 81.4%-41.0pp | 69.3%-28.9pp |
| Annual return | 11.69% | 18.68%-7.0pp | 47.52%-35.8pp | 20.14%-8.5pp |
| Employer contribution / active EE | $668 | $2,882-76.8% | $4,617-85.5% | $2,281-70.7% |
| Participant deferral / active EE | $1,407 | $4,840-70.9% | $5,984-76.5% | $3,203-56.1% |
| Admin fee / account holder | $1,152 | $4,826-76.1% | $8,357-86.2% | $4,296-73.2% |