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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 | $15,827 | $47,944-67.0% | $67,834-76.7% | $62,881-74.8% |
| Participation rate | 66.7% | 61.1%+5.6pp | 68.8%-2.1pp | 69.3%-2.6pp |
| Annual return | 5.92% | 11.77%-5.8pp | 138.47%-132.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $491 | $1,562-68.6% | $2,403-79.6% | $2,281-78.5% |
| Participant deferral / active EE | $534 | $2,247-76.2% | $3,160-83.1% | $3,203-83.3% |
| Admin fee / account holder | $304 | $3,712-91.8% | $4,622-93.4% | $4,296-92.9% |