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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 | $26,496 | $72,027-63.2% | $185,835-85.7% | $79,852-66.8% |
| Participation rate | 38.1% | 65.8%-27.7pp | 78.0%-39.9pp | 69.6%-31.5pp |
| Annual return | 39.63% | 23.13%+16.5pp | 35.96%+3.7pp | 31.72%+7.9pp |
| Employer contribution / active EE | $441 | $1,965-77.5% | $4,087-89.2% | $2,471-82.1% |
| Participant deferral / active EE | $1,067 | $3,780-71.8% | $5,633-81.1% | $3,740-71.5% |
| Admin fee / account holder | $1,649 | $4,513-63.5% | $9,502-82.6% | $5,306-68.9% |