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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 | $52,253 | $56,110-6.9% | $94,993-45.0% | $70,131-25.5% |
| Participation rate | 19.1% | 65.0%-45.9pp | 73.9%-54.8pp | 69.5%-50.4pp |
| Annual return | 19.11% | 51.02%-31.9pp | 27.12%-8.0pp | 73.14%-54.0pp |
| Employer contribution / active EE | $591 | $1,442-59.1% | $2,603-77.3% | $2,342-74.8% |
| Participant deferral / active EE | $842 | $2,391-64.8% | $3,317-74.6% | $3,332-74.7% |
| Admin fee / account holder | $3,483 | $3,456+0.8% | $4,960-29.8% | $4,645-25.0% |