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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 | $20,178 | $43,075-53.2% | $74,577-72.9% | $62,881-67.9% |
| Participation rate | 57.1% | 58.1%-0.9pp | 68.1%-11.0pp | 69.3%-12.2pp |
| Annual return | 7.49% | 17.50%-10.0pp | 20.47%-13.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $319 | $1,498-78.7% | $2,525-87.4% | $2,281-86.0% |
| Participant deferral / active EE | $563 | $2,389-76.4% | $3,458-83.7% | $3,203-82.4% |
| Admin fee / account holder | $2,788 | $2,840-1.8% | $4,138-32.6% | $4,296-35.1% |