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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 | $27,006 | $106,524-74.6% | $152,301-82.3% | $87,485-69.1% |
| Participation rate | 60.5% | 75.8%-15.2pp | 82.4%-21.9pp | 68.9%-8.4pp |
| Annual return | 19.76% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $886 | $3,371-73.7% | $4,624-80.8% | $2,596-65.9% |
| Participant deferral / active EE | $2,242 | $6,525-65.6% | $8,004-72.0% | $4,274-47.5% |
| Admin fee / account holder | $5,980 | $8,287-27.8% | $14,398-58.5% | $7,775-23.1% |