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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 | $25,583 | $46,464-44.9% | $150,298-83.0% | $79,634-67.9% |
| Participation rate | 11.3% | 57.0%-45.7pp | 77.8%-66.5pp | 62.5%-51.2pp |
| Annual return | 23.92% | 27.89%-4.0pp | 62.79%-38.9pp | 36.46%-12.5pp |
| Employer contribution / active EE | $241 | $1,512-84.0% | $4,154-94.2% | $2,529-90.5% |
| Participant deferral / active EE | $491 | $2,157-77.2% | $5,453-91.0% | $3,835-87.2% |
| Admin fee / account holder | $528 | $891-40.7% | $14,116-96.3% | $1,002-47.3% |