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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 | $28,289 | $58,493-51.6% | $84,021-66.3% | $72,975-61.2% |
| Participation rate | 31.4% | 61.2%-29.8pp | 69.0%-37.6pp | 69.5%-38.1pp |
| Annual return | 22.40% | 28.93%-6.5pp | 71.32%-48.9pp | 81.01%-58.6pp |
| Employer contribution / active EE | $661 | $1,163-43.2% | $1,984-66.7% | $2,440-72.9% |
| Participant deferral / active EE | $996 | $2,394-58.4% | $3,239-69.3% | $3,608-72.4% |
| Admin fee / account holder | $1,591 | $4,569-65.2% | $6,102-73.9% | $5,124-68.9% |