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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 | $29,467 | $66,319-55.6% | $93,621-68.5% | $65,185-54.8% |
| Participation rate | 15.8% | 74.0%-58.2pp | 75.8%-60.0pp | 70.2%-54.4pp |
| Annual return | 22.14% | 42.59%-20.4pp | 32.76%-10.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $453 | $2,013-77.5% | $2,719-83.3% | $2,177-79.2% |
| Participant deferral / active EE | $1,087 | $3,343-67.5% | $4,070-73.3% | $3,514-69.1% |
| Admin fee / account holder | $4,902 | $6,900-29.0% | $7,890-37.9% | $847+478.6% |