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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 | $14,162 | $47,848-70.4% | $81,473-82.6% | $70,126-79.8% |
| Participation rate | 69.2% | 58.3%+11.0pp | 68.0%+1.3pp | 69.5%-0.3pp |
| Annual return | 14.11% | 27.25%-13.1pp | 38.78%-24.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $501 | $1,527-67.2% | $2,568-80.5% | $2,343-78.6% |
| Participant deferral / active EE | $732 | $2,453-70.1% | $3,537-79.3% | $3,332-78.0% |
| Admin fee / account holder | $475 | $3,145-84.9% | $4,561-89.6% | $4,645-89.8% |