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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 | $26,956 | $106,524-74.7% | $152,301-82.3% | $87,485-69.2% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.4%-47.2pp | 68.9%-33.6pp |
| Annual return | 20.44% | 26.89%-6.4pp | 80.50%-60.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $600 | $3,371-82.2% | $4,624-87.0% | $2,596-76.9% |
| Participant deferral / active EE | $1,333 | $6,525-79.6% | $8,004-83.4% | $4,274-68.8% |
| Admin fee / account holder | $1,036 | $8,287-87.5% | $14,398-92.8% | $7,775-86.7% |