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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 | $88,360-24.1% | $145,433-53.9% | $67,986-1.4% |
| Participation rate | 12.3% | 65.5%-53.2pp | 82.1%-69.8pp | 57.2%-44.9pp |
| Annual return | 16.03% | 63.15%-47.1pp | 66.58%-50.5pp | 31.67%-15.6pp |
| Employer contribution / active EE | $539 | $3,054-82.3% | $4,554-88.2% | $2,019-73.3% |
| Participant deferral / active EE | $532 | $5,932-91.0% | $7,897-93.3% | $3,358-84.2% |
| Admin fee / account holder | $302 | $3,313-90.9% | $13,129-97.7% | $3,203-90.6% |