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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 | $18,404 | $61,356-70.0% | $149,696-87.7% | $71,511-74.3% |
| Participation rate | 48.4% | 62.5%-14.1pp | 78.8%-30.4pp | 67.9%-19.5pp |
| Annual return | 16.57% | 35.86%-19.3pp | 134.46%-117.9pp | 28.86%-12.3pp |
| Employer contribution / active EE | $615 | $2,382-74.2% | $4,821-87.2% | $2,589-76.2% |
| Participant deferral / active EE | $689 | $2,920-76.4% | $5,682-87.9% | $4,291-83.9% |
| Admin fee / account holder | $699 | $1,263-44.6% | $13,212-94.7% | $1,588-56.0% |