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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 | $24,714 | $102,609-75.9% | $98,090-74.8% | $138,895-82.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 13.07% | 36.44%-23.4pp | 37.05%-24.0pp | 145.39%-132.3pp |
| Employer contribution / active EE | $785 | $3,867-79.7% | $3,606-78.2% | $4,194-81.3% |
| Participant deferral / active EE | $2,148 | $8,167-73.7% | $7,845-72.6% | $6,396-66.4% |
| Admin fee / account holder | $922 | $11,434-91.9% | $11,815-92.2% | $12,562-92.7% |