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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 | $50,860-38.7% | $155,574-80.0% | $77,714-59.9% |
| Participation rate | 19.1% | 63.1%-44.0pp | 78.2%-59.1pp | 70.6%-51.5pp |
| Annual return | 13.91% | 34.86%-21.0pp | 64.87%-51.0pp | 31.26%-17.3pp |
| Employer contribution / active EE | $383 | $1,991-80.7% | $4,676-91.8% | $2,727-85.9% |
| Participant deferral / active EE | $834 | $2,825-70.5% | $5,629-85.2% | $4,649-82.1% |
| Admin fee / account holder | $1,212 | $436+177.8% | $15,914-92.4% | $433+179.9% |