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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 | $24,404 | $54,541-55.3% | $78,778-69.0% | $70,126-65.2% |
| Participation rate | 36.2% | 60.8%-24.6pp | 69.2%-33.0pp | 69.5%-33.3pp |
| Annual return | 17.41% | 21.07%-3.7pp | 35.62%-18.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $257 | $1,089-76.4% | $1,986-87.1% | $2,343-89.0% |
| Participant deferral / active EE | $795 | $2,210-64.0% | $2,958-73.1% | $3,332-76.1% |
| Admin fee / account holder | $1,289 | $3,709-65.2% | $5,134-74.9% | $4,645-72.3% |