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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 | $25,975 | $53,774-51.7% | $134,162-80.6% | $79,856-67.5% |
| Participation rate | 20.7% | 58.8%-38.0pp | 72.2%-51.5pp | 69.6%-48.9pp |
| Annual return | 15.44% | 19.01%-3.6pp | 36.35%-20.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $387 | $1,322-70.7% | $3,705-89.5% | $2,471-84.3% |
| Participant deferral / active EE | $890 | $2,420-63.2% | $3,500-74.6% | $3,741-76.2% |
| Admin fee / account holder | $360 | $3,985-91.0% | $6,685-94.6% | $5,306-93.2% |