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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 | $27,993 | $65,395-57.2% | $182,540-84.7% | $72,975-61.6% |
| Participation rate | 39.5% | 65.4%-26.0pp | 78.0%-38.5pp | 69.5%-30.0pp |
| Annual return | 19.50% | 27.68%-8.2pp | 148.58%-129.1pp | 81.01%-61.5pp |
| Employer contribution / active EE | $501 | $1,911-73.8% | $4,076-87.7% | $2,440-79.5% |
| Participant deferral / active EE | $755 | $3,563-78.8% | $5,525-86.3% | $3,608-79.1% |
| Admin fee / account holder | $1,794 | $4,245-57.7% | $8,593-79.1% | $5,124-65.0% |