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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 | $26,095 | $56,054-53.4% | $171,082-84.7% | $62,881-58.5% |
| Participation rate | 30.3% | 62.9%-32.6pp | 76.7%-46.4pp | 69.3%-39.0pp |
| Annual return | 6.56% | 22.52%-16.0pp | 32.56%-26.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $488 | $1,731-71.8% | $4,002-87.8% | $2,281-78.6% |
| Participant deferral / active EE | $832 | $3,158-73.7% | $4,797-82.7% | $3,203-74.0% |
| Admin fee / account holder | $890 | $3,647-75.6% | $8,520-89.6% | $4,296-79.3% |