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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 | $47,206 | $48,364-2.4% | $71,796-34.2% | $62,881-24.9% |
| Participation rate | 16.7% | 60.6%-44.0pp | 69.1%-52.4pp | 69.3%-52.6pp |
| Annual return | 15.34% | 13.16%+2.2pp | 78.04%-62.7pp | 20.14%-4.8pp |
| Employer contribution / active EE | $286 | $1,042-72.6% | $1,924-85.2% | $2,281-87.5% |
| Participant deferral / active EE | $353 | $2,091-83.1% | $2,794-87.4% | $3,203-89.0% |
| Admin fee / account holder | $6,289 | $3,771+66.8% | $4,815+30.6% | $4,296+46.4% |