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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 | $51,686 | $76,642-32.6% | $146,866-64.8% | $65,306-20.9% |
| Participation rate | 7.6% | 61.2%-53.6pp | 82.5%-74.9pp | 57.7%-50.0pp |
| Annual return | 19.01% | 33.40%-14.4pp | 102.85%-83.8pp | 21.94%-2.9pp |
| Employer contribution / active EE | $287 | $2,621-89.0% | $4,425-93.5% | $1,967-85.4% |
| Participant deferral / active EE | $752 | $4,864-84.5% | $7,759-90.3% | $2,959-74.6% |
| Admin fee / account holder | $1,538 | $3,960-61.2% | $13,620-88.7% | $3,480-55.8% |