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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 | $24,530 | $81,331-69.8% | $155,534-84.2% | $80,935-69.7% |
| Participation rate | 38.2% | 66.3%-28.0pp | 78.2%-40.0pp | 67.7%-29.4pp |
| Annual return | 12.42% | 33.37%-21.0pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $425 | $3,105-86.3% | $4,675-90.9% | $2,757-84.6% |
| Participant deferral / active EE | $568 | $3,454-83.5% | $5,630-89.9% | $4,299-86.8% |
| Admin fee / account holder | $630 | $7,999-92.1% | $15,900-96.0% | $6,924-90.9% |