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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 | $19,943 | $77,908-74.4% | $149,696-86.7% | $75,173-73.5% |
| Participation rate | 58.7% | 65.6%-6.9pp | 78.8%-20.1pp | 67.2%-8.5pp |
| Annual return | 16.83% | 31.73%-14.9pp | 134.46%-117.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $615 | $3,138-80.4% | $4,821-87.2% | $2,671-77.0% |
| Participant deferral / active EE | $737 | $3,411-78.4% | $5,682-87.0% | $4,126-82.1% |
| Admin fee / account holder | $7,808 | $5,950+31.2% | $13,212-40.9% | $5,651+38.2% |