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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 | $53,364 | $65,041-18.0% | $90,965-41.3% | $79,858-33.2% |
| Participation rate | 26.7% | 61.6%-34.9pp | 69.0%-42.3pp | 69.6%-43.0pp |
| Annual return | 16.08% | 30.45%-14.4pp | 134.57%-118.5pp | 31.72%-15.6pp |
| Employer contribution / active EE | $454 | $1,247-63.6% | $2,122-78.6% | $2,471-81.6% |
| Participant deferral / active EE | $1,022 | $2,512-59.3% | $3,373-69.7% | $3,740-72.7% |
| Admin fee / account holder | $689 | $4,536-84.8% | $5,960-88.4% | $5,306-87.0% |