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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 | $56,073 | $57,140-1.9% | $85,240-34.2% | $80,959-30.7% |
| Participation rate | 17.1% | 56.4%-39.3pp | 67.5%-50.5pp | 67.7%-50.6pp |
| Annual return | 12.58% | 21.71%-9.1pp | 66.75%-54.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $320 | $1,802-82.2% | $2,735-88.3% | $2,757-88.4% |
| Participant deferral / active EE | $383 | $3,115-87.7% | $4,527-91.5% | $4,300-91.1% |
| Admin fee / account holder | $1,641 | $4,992-67.1% | $6,165-73.4% | $6,925-76.3% |