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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 | $24,501 | $56,894-56.9% | $84,753-71.1% | $62,881-61.0% |
| Participation rate | 36.9% | 68.5%-31.6pp | 76.6%-39.7pp | 69.3%-32.4pp |
| Annual return | 35.28% | 6.30%+29.0pp | 22.78%+12.5pp | 20.14%+15.1pp |
| Employer contribution / active EE | $1,853 | $2,400-22.8% | $3,574-48.2% | $2,281-18.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $794 | $3,581-77.8% | $5,333-85.1% | $4,296-81.5% |