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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 | $22,677 | $51,207-55.7% | $70,565-67.9% | $75,177-69.8% |
| Participation rate | 44.3% | 61.0%-16.7pp | 68.4%-24.1pp | 67.2%-22.9pp |
| Annual return | 15.01% | 30.05%-15.0pp | 32.79%-17.8pp | 160.75%-145.7pp |
| Employer contribution / active EE | $398 | $1,826-78.2% | $2,976-86.6% | $2,671-85.1% |
| Participant deferral / active EE | $722 | $2,850-74.7% | $4,568-84.2% | $4,126-82.5% |
| Admin fee / account holder | $2,208 | $4,097-46.1% | $6,430-65.7% | $5,651-60.9% |