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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 | $14,187 | $63,845-77.8% | $81,370-82.6% | $80,959-82.5% |
| Participation rate | 25.0% | 63.9%-38.9pp | 69.5%-44.5pp | 67.7%-42.7pp |
| Annual return | 11.75% | 16.37%-4.6pp | 24.85%-13.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $499 | $1,980-74.8% | $2,464-79.8% | $2,757-81.9% |
| Participant deferral / active EE | $569 | $3,093-81.6% | $3,885-85.4% | $4,300-86.8% |
| Admin fee / account holder | $468 | $5,688-91.8% | $5,749-91.9% | $6,925-93.2% |