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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 | $31,154 | $50,919-38.8% | $155,556-80.0% | $77,762-59.9% |
| Participation rate | 19.1% | 63.1%-44.0pp | 78.2%-59.1pp | 70.6%-51.5pp |
| Annual return | 13.91% | 34.84%-20.9pp | 64.84%-50.9pp | 31.27%-17.4pp |
| Employer contribution / active EE | $383 | $1,991-80.8% | $4,675-91.8% | $2,728-85.9% |
| Participant deferral / active EE | $834 | $2,824-70.5% | $5,631-85.2% | $4,651-82.1% |
| Admin fee / account holder | $1,212 | $437+177.6% | $15,885-92.4% | $433+180.1% |