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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 | $30,597 | $69,444-55.9% | $92,985-67.1% | $87,485-65.0% |
| Participation rate | 25.9% | 63.3%-37.4pp | 69.5%-43.6pp | 68.9%-43.1pp |
| Annual return | 15.15% | 23.85%-8.7pp | 27.99%-12.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $711 | $1,917-62.9% | $2,662-73.3% | $2,596-72.6% |
| Participant deferral / active EE | $1,061 | $3,364-68.5% | $4,377-75.8% | $4,274-75.2% |
| Admin fee / account holder | $382 | $6,137-93.8% | $9,463-96.0% | $7,775-95.1% |