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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 | $18,569 | $57,057-67.5% | $85,009-78.2% | $80,874-77.0% |
| Participation rate | 11.8% | 56.4%-44.6pp | 67.5%-55.7pp | 67.6%-55.9pp |
| Annual return | 11.03% | 21.66%-10.6pp | 66.47%-55.4pp | 35.62%-24.6pp |
| Employer contribution / active EE | $461 | $1,799-74.4% | $2,728-83.1% | $2,756-83.3% |
| Participant deferral / active EE | $665 | $3,112-78.6% | $4,522-85.3% | $4,297-84.5% |
| Admin fee / account holder | $1,911 | $4,986-61.7% | $6,153-68.9% | $6,935-72.4% |