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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 | $16,628 | $39,132-57.5% | $57,196-70.9% | $62,881-73.6% |
| Participation rate | 42.7% | 70.5%-27.8pp | 75.3%-32.6pp | 69.3%-26.6pp |
| Annual return | 8.73% | 9.24%-0.5pp | 14.59%-5.9pp | 20.14%-11.4pp |
| Employer contribution / active EE | $962 | $1,874-48.7% | $2,683-64.1% | $2,281-57.8% |
| Participant deferral / active EE | $535 | $2,374-77.5% | $3,096-82.7% | $3,203-83.3% |
| Admin fee / account holder | $914 | $2,594-64.7% | $3,141-70.9% | $4,296-78.7% |