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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 | $23,989 | $46,877-48.8% | $122,354-80.4% | $70,126-65.8% |
| Participation rate | 39.6% | 58.2%-18.6pp | 71.6%-32.0pp | 69.5%-29.9pp |
| Annual return | 15.31% | 24.22%-8.9pp | 30.28%-15.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $253 | $1,288-80.4% | $4,051-93.8% | $2,343-89.2% |
| Participant deferral / active EE | $401 | $2,167-81.5% | $3,287-87.8% | $3,332-88.0% |
| Admin fee / account holder | $346 | $3,324-89.6% | $5,479-93.7% | $4,645-92.5% |