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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 | $26,946 | $57,590-53.2% | $86,233-68.8% | $82,448-67.3% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.0%-49.0pp | 68.1%-48.1pp |
| Annual return | 14.47% | 22.41%-7.9pp | 61.39%-46.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $315 | $1,655-81.0% | $2,504-87.4% | $2,551-87.6% |
| Participant deferral / active EE | $576 | $3,080-81.3% | $4,559-87.4% | $4,139-86.1% |
| Admin fee / account holder | $2,596 | $4,730-45.1% | $8,342-68.9% | $7,234-64.1% |