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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 | $27,915 | $51,202-45.5% | $70,548-60.4% | $75,181-62.9% |
| Participation rate | 38.7% | 61.0%-22.2pp | 68.3%-29.6pp | 67.2%-28.5pp |
| Annual return | 15.00% | 30.05%-15.1pp | 32.78%-17.8pp | 160.69%-145.7pp |
| Employer contribution / active EE | $455 | $1,827-75.1% | $2,975-84.7% | $2,671-82.9% |
| Participant deferral / active EE | $780 | $2,850-72.6% | $4,567-82.9% | $4,126-81.1% |
| Admin fee / account holder | $2,741 | $4,094-33.0% | $6,424-57.3% | $5,650-51.5% |