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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 | $26,473 | $58,523-54.8% | $99,479-73.4% | $72,976-63.7% |
| Participation rate | 40.0% | 64.6%-24.6pp | 73.8%-33.8pp | 69.5%-29.5pp |
| Annual return | 21.98% | 28.51%-6.5pp | 30.72%-8.7pp | 81.02%-59.0pp |
| Employer contribution / active EE | $455 | $1,512-69.9% | $2,540-82.1% | $2,440-81.4% |
| Participant deferral / active EE | $855 | $2,606-67.2% | $3,619-76.4% | $3,608-76.3% |
| Admin fee / account holder | $710 | $4,102-82.7% | $6,253-88.6% | $5,124-86.1% |