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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 | $67,067 | $75,058-10.6% | $152,301-56.0% | $64,340+4.2% |
| Participation rate | 12.3% | 60.9%-48.6pp | 82.4%-70.2pp | 55.2%-43.0pp |
| Annual return | 16.03% | 29.93%-13.9pp | 80.50%-64.5pp | 24.14%-8.1pp |
| Employer contribution / active EE | $539 | $2,605-79.3% | $4,624-88.3% | $1,862-71.0% |
| Participant deferral / active EE | $532 | $5,041-89.4% | $8,004-93.4% | $2,980-82.2% |
| Admin fee / account holder | $302 | $4,050-92.5% | $14,398-97.9% | $3,703-91.8% |