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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 | $60,149 | $65,191-7.7% | $153,416-60.8% | $65,191-7.7% |
| Participation rate | 13.0% | 63.0%-50.0pp | 74.3%-61.4pp | 63.0%-50.0pp |
| Annual return | 14.18% | 51.24%-37.1pp | 17.84%-3.7pp | 51.24%-37.1pp |
| Employer contribution / active EE | $360 | $2,400-85.0% | $3,764-90.4% | $2,400-85.0% |
| Participant deferral / active EE | $704 | $2,671-73.6% | $4,723-85.1% | $2,671-73.6% |
| Admin fee / account holder | $3,935 | $907+333.9% | $13,095-70.0% | $907+333.9% |