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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 | $20,508 | $41,016-50.0% | $152,093-86.5% | $64,097-68.0% |
| Participation rate | 12.6% | 51.3%-38.8pp | 77.8%-65.2pp | 55.2%-42.6pp |
| Annual return | 14.64% | 39.60%-25.0pp | 66.36%-51.7pp | 34.64%-20.0pp |
| Employer contribution / active EE | $320 | $1,342-76.2% | $4,175-92.3% | $1,891-83.1% |
| Participant deferral / active EE | $557 | $1,927-71.1% | $5,451-89.8% | $3,080-81.9% |
| Admin fee / account holder | $6,932 | $2,305+200.7% | $14,497-52.2% | $3,454+100.7% |