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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 | $42,910 | $89,241-51.9% | $134,172-68.0% | $79,634-46.1% |
| Participation rate | 7.5% | 47.1%-39.6pp | 72.5%-64.9pp | 62.5%-54.9pp |
| Annual return | 16.76% | 16.69%+0.1pp | 25.30%-8.5pp | 36.46%-19.7pp |
| Employer contribution / active EE | $304 | $1,634-81.4% | $3,420-91.1% | $2,529-88.0% |
| Participant deferral / active EE | $395 | $2,288-82.7% | $4,690-91.6% | $3,835-89.7% |
| Admin fee / account holder | $365 | $1,359-73.1% | $12,016-97.0% | $1,002-63.5% |