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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 | $18,845 | $58,523-67.8% | $99,475-81.1% | $72,975-74.2% |
| Participation rate | 22.7% | 64.6%-41.9pp | 73.8%-51.1pp | 69.5%-46.8pp |
| Annual return | 23.78% | 28.51%-4.7pp | 30.72%-6.9pp | 81.01%-57.2pp |
| Employer contribution / active EE | $298 | $1,512-80.3% | $2,540-88.3% | $2,440-87.8% |
| Participant deferral / active EE | $337 | $2,606-87.1% | $3,619-90.7% | $3,608-90.7% |
| Admin fee / account holder | $1,934 | $4,102-52.9% | $6,252-69.1% | $5,124-62.3% |