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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 | $29,133 | $77,638-62.5% | $156,551-81.4% | $62,881-53.7% |
| Participation rate | 9.4% | 71.2%-61.8pp | 84.0%-74.6pp | 69.3%-59.9pp |
| Annual return | 6.01% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $395 | $3,444-88.5% | $5,501-92.8% | $2,281-82.7% |
| Participant deferral / active EE | $430 | $3,046-85.9% | $4,871-91.2% | $3,203-86.6% |
| Admin fee / account holder | $3,653 | $5,561-34.3% | $13,028-72.0% | $4,296-15.0% |