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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 | $63,961 | $65,027-1.6% | $90,970-29.7% | $79,852-19.9% |
| Participation rate | 20.0% | 61.6%-41.6pp | 69.0%-49.0pp | 69.6%-49.6pp |
| Annual return | 19.99% | 30.45%-10.5pp | 134.58%-114.6pp | 31.72%-11.7pp |
| Employer contribution / active EE | $296 | $1,247-76.3% | $2,122-86.0% | $2,471-88.0% |
| Participant deferral / active EE | $1,038 | $2,512-58.7% | $3,373-69.2% | $3,740-72.2% |
| Admin fee / account holder | $387 | $4,535-91.5% | $5,960-93.5% | $5,306-92.7% |