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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 | $15,275 | $57,119-73.3% | $85,187-82.1% | $80,935-81.1% |
| Participation rate | 17.1% | 56.4%-39.3pp | 67.5%-50.4pp | 67.7%-50.5pp |
| Annual return | 11.29% | 21.70%-10.4pp | 66.67%-55.4pp | 35.66%-24.4pp |
| Employer contribution / active EE | $542 | $1,802-69.9% | $2,732-80.2% | $2,757-80.3% |
| Participant deferral / active EE | $722 | $3,115-76.8% | $4,525-84.0% | $4,299-83.2% |
| Admin fee / account holder | $747 | $4,990-85.0% | $6,162-87.9% | $6,924-89.2% |