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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 | $26,625 | $63,949-58.4% | $129,031-79.4% | $94,015-71.7% |
| Participation rate | 20.8% | 63.4%-42.6pp | 73.4%-52.5pp | 70.8%-50.0pp |
| Annual return | 13.09% | 17.56%-4.5pp | 34.67%-21.6pp | 17.84%-4.7pp |
| Employer contribution / active EE | $403 | $1,865-78.4% | $3,226-87.5% | $2,790-85.6% |
| Participant deferral / active EE | $947 | $3,686-74.3% | $5,217-81.9% | $4,249-77.7% |
| Admin fee / account holder | $26,676 | $5,523+383.0% | $13,208+102.0% | $8,951+198.0% |