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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 | $23,733 | $64,920-63.4% | $103,693-77.1% | $86,983-72.7% |
| Participation rate | 27.1% | 63.6%-36.4pp | 72.6%-45.5pp | 69.5%-42.4pp |
| Annual return | 15.43% | 30.29%-14.9pp | 47.61%-32.2pp | 25.83%-10.4pp |
| Employer contribution / active EE | $535 | $2,141-75.0% | $2,920-81.7% | $2,584-79.3% |
| Participant deferral / active EE | $711 | $3,241-78.1% | $4,579-84.5% | $4,194-83.1% |
| Admin fee / account holder | $1,359 | $6,191-78.1% | $7,858-82.7% | $7,856-82.7% |