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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 | $64,465 | $65,041-0.9% | $90,965-29.1% | $79,858-19.3% |
| Participation rate | 47.3% | 61.6%-14.3pp | 69.0%-21.7pp | 69.6%-22.3pp |
| Annual return | 15.66% | 30.45%-14.8pp | 134.57%-118.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $503 | $1,247-59.7% | $2,122-76.3% | $2,471-79.7% |
| Participant deferral / active EE | $983 | $2,512-60.9% | $3,373-70.9% | $3,740-73.7% |
| Admin fee / account holder | $1,167 | $4,536-74.3% | $5,960-80.4% | $5,306-78.0% |