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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 | $64,351 | $65,041-1.1% | $90,965-29.3% | $79,858-19.4% |
| Participation rate | 27.6% | 61.6%-34.0pp | 69.0%-41.4pp | 69.6%-42.0pp |
| Annual return | 17.04% | 30.45%-13.4pp | 134.57%-117.5pp | 31.72%-14.7pp |
| Employer contribution / active EE | $257 | $1,247-79.4% | $2,122-87.9% | $2,471-89.6% |
| Participant deferral / active EE | $788 | $2,512-68.6% | $3,373-76.6% | $3,740-78.9% |
| Admin fee / account holder | $1,024 | $4,536-77.4% | $5,960-82.8% | $5,306-80.7% |