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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 | $20,546 | $45,312-54.7% | $86,233-76.2% | $67,986-69.8% |
| Participation rate | 4.8% | 42.4%-37.6pp | 69.0%-64.2pp | 57.2%-52.4pp |
| Annual return | 20.72% | 24.79%-4.1pp | 61.39%-40.7pp | 31.67%-10.9pp |
| Employer contribution / active EE | $122 | $1,160-89.5% | $2,504-95.1% | $2,019-93.9% |
| Participant deferral / active EE | $252 | $2,185-88.5% | $4,559-94.5% | $3,358-92.5% |
| Admin fee / account holder | $1,205 | $3,295-63.4% | $8,342-85.6% | $3,203-62.4% |