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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 | $25,256 | $57,590-56.1% | $86,233-70.7% | $82,448-69.4% |
| Participation rate | 8.3% | 57.9%-49.5pp | 69.0%-60.7pp | 68.1%-59.7pp |
| Annual return | 23.89% | 22.41%+1.5pp | 61.39%-37.5pp | 41.64%-17.7pp |
| Employer contribution / active EE | $391 | $1,655-76.4% | $2,504-84.4% | $2,551-84.7% |
| Participant deferral / active EE | $411 | $3,080-86.7% | $4,559-91.0% | $4,139-90.1% |
| Admin fee / account holder | $2,438 | $4,730-48.5% | $8,342-70.8% | $7,234-66.3% |