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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 | $62,608 | $78,520-20.3% | $96,576-35.2% | $82,448-24.1% |
| Participation rate | 14.3% | 77.7%-63.4pp | 81.4%-67.2pp | 68.1%-53.8pp |
| Annual return | 15.19% | 41.30%-26.1pp | 38.47%-23.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $319 | $2,630-87.9% | $3,553-91.0% | $2,551-87.5% |
| Participant deferral / active EE | $1,284 | $6,754-81.0% | $7,956-83.9% | $4,139-69.0% |
| Admin fee / account holder | $10,187 | $13,455-24.3% | $11,381-10.5% | $7,234+40.8% |