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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 | $28,127 | $67,602-58.4% | $82,312-65.8% | $70,126-59.9% |
| Participation rate | 34.0% | 72.8%-38.8pp | 76.9%-42.9pp | 69.5%-35.6pp |
| Annual return | 19.02% | 21.57%-2.6pp | 25.88%-6.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $494 | $1,755-71.9% | $2,428-79.7% | $2,343-78.9% |
| Participant deferral / active EE | $1,050 | $2,987-64.8% | $3,706-71.7% | $3,332-68.5% |
| Admin fee / account holder | $2,287 | $4,512-49.3% | $5,608-59.2% | $4,645-50.8% |