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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 | $15,236 | $52,580-71.0% | $71,671-78.7% | $70,126-78.3% |
| Participation rate | 19.7% | 60.9%-41.2pp | 68.7%-49.1pp | 69.5%-49.9pp |
| Annual return | 21.76% | 20.25%+1.5pp | 20.65%+1.1pp | 73.15%-51.4pp |
| Employer contribution / active EE | $381 | $1,616-76.4% | $2,460-84.5% | $2,343-83.7% |
| Participant deferral / active EE | $848 | $2,386-64.4% | $3,438-75.3% | $3,332-74.5% |
| Admin fee / account holder | $315 | $3,653-91.4% | $5,558-94.3% | $4,645-93.2% |