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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 | $17,480 | $81,358-78.5% | $155,556-88.8% | $80,959-78.4% |
| Participation rate | 13.4% | 66.3%-52.8pp | 78.2%-64.8pp | 67.7%-54.2pp |
| Annual return | 12.86% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $392 | $3,106-87.4% | $4,675-91.6% | $2,757-85.8% |
| Participant deferral / active EE | $563 | $3,455-83.7% | $5,631-90.0% | $4,300-86.9% |
| Admin fee / account holder | $7,455 | $7,994-6.7% | $15,885-53.1% | $6,925+7.7% |