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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 | $16,330 | $69,444-76.5% | $92,985-82.4% | $87,485-81.3% |
| Participation rate | 33.3% | 63.3%-30.0pp | 69.5%-36.2pp | 68.9%-35.6pp |
| Annual return | 21.07% | 23.85%-2.8pp | 27.99%-6.9pp | 26.06%-5.0pp |
| Employer contribution / active EE | $524 | $1,917-72.7% | $2,662-80.3% | $2,596-79.8% |
| Participant deferral / active EE | $1,231 | $3,364-63.4% | $4,377-71.9% | $4,274-71.2% |
| Admin fee / account holder | $830 | $6,137-86.5% | $9,463-91.2% | $7,775-89.3% |