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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 | $28,229 | $106,524-73.5% | $152,301-81.5% | $87,485-67.7% |
| Participation rate | 21.3% | 75.8%-54.4pp | 82.4%-61.1pp | 68.9%-47.6pp |
| Annual return | 19.08% | 26.89%-7.8pp | 80.50%-61.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $598 | $3,371-82.3% | $4,624-87.1% | $2,596-77.0% |
| Participant deferral / active EE | $779 | $6,525-88.1% | $8,004-90.3% | $4,274-81.8% |
| Admin fee / account holder | $2,468 | $8,287-70.2% | $14,398-82.9% | $7,775-68.3% |