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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 | $22,393 | $63,949-65.0% | $129,031-82.6% | $94,015-76.2% |
| Participation rate | 44.4% | 63.4%-19.0pp | 73.4%-28.9pp | 70.8%-26.4pp |
| Annual return | 15.80% | 17.56%-1.8pp | 34.67%-18.9pp | 17.84%-2.0pp |
| Employer contribution / active EE | $468 | $1,865-74.9% | $3,226-85.5% | $2,790-83.2% |
| Participant deferral / active EE | $619 | $3,686-83.2% | $5,217-88.1% | $4,249-85.4% |
| Admin fee / account holder | $364 | $5,523-93.4% | $13,208-97.2% | $8,951-95.9% |