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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 | $19,648 | $48,078-59.1% | $78,676-75.0% | $62,881-68.8% |
| Participation rate | 46.2% | 65.2%-19.1pp | 73.6%-27.4pp | 69.3%-23.2pp |
| Annual return | 5.61% | 31.36%-25.7pp | 62.19%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $445 | $2,015-77.9% | $2,850-84.4% | $2,281-80.5% |
| Participant deferral / active EE | $537 | $2,587-79.2% | $3,517-84.7% | $3,203-83.2% |
| Admin fee / account holder | $1,219 | $3,206-62.0% | $4,510-73.0% | $4,296-71.6% |