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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 | $27,430 | $78,670-65.1% | $109,173-74.9% | $85,847-68.0% |
| Participation rate | 28.3% | 68.3%-39.9pp | 75.9%-47.5pp | 69.3%-41.0pp |
| Annual return | 19.07% | 25.09%-6.0pp | 25.75%-6.7pp | 318.61%-299.5pp |
| Employer contribution / active EE | $907 | $2,734-66.8% | $3,723-75.6% | $2,565-64.7% |
| Participant deferral / active EE | $1,454 | $3,467-58.1% | $4,654-68.8% | $3,952-63.2% |
| Admin fee / account holder | $4,955 | $5,469-9.4% | $6,755-26.7% | $6,261-20.9% |