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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 | $26,860 | $81,262-66.9% | $155,602-82.7% | $80,911-66.8% |
| Participation rate | 25.8% | 66.2%-40.4pp | 78.2%-52.4pp | 67.6%-41.8pp |
| Annual return | 11.61% | 33.34%-21.7pp | 64.81%-53.2pp | 35.63%-24.0pp |
| Employer contribution / active EE | $418 | $3,102-86.5% | $4,675-91.1% | $2,756-84.8% |
| Participant deferral / active EE | $742 | $3,451-78.5% | $5,629-86.8% | $4,297-82.7% |
| Admin fee / account holder | $718 | $7,992-91.0% | $15,923-95.5% | $6,935-89.7% |