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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 | $56,162 | $63,703-11.8% | $93,063-39.7% | $82,448-31.9% |
| Participation rate | 24.0% | 63.8%-39.8pp | 72.1%-48.1pp | 68.1%-44.1pp |
| Annual return | 17.23% | -775.43%+792.7pp | 34.15%-16.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $471 | $1,729-72.7% | $2,476-81.0% | $2,551-81.5% |
| Participant deferral / active EE | $615 | $2,919-78.9% | $3,958-84.5% | $4,139-85.1% |
| Admin fee / account holder | $697 | $5,982-88.4% | $6,033-88.5% | $7,234-90.4% |