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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 | $66,525 | $68,878-3.4% | $120,574-44.8% | $80,935-17.8% |
| Participation rate | 11.0% | 61.7%-50.7pp | 71.9%-61.0pp | 67.7%-56.7pp |
| Annual return | 10.73% | 23.67%-12.9pp | 107.42%-96.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $550 | $2,065-73.4% | $3,471-84.2% | $2,757-80.1% |
| Participant deferral / active EE | $698 | $3,189-78.1% | $4,996-86.0% | $4,299-83.8% |
| Admin fee / account holder | $8,505 | $5,782+47.1% | $9,445-10.0% | $6,924+22.8% |