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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 | $11,095 | $51,222-78.3% | $70,544-84.3% | $75,173-85.2% |
| Participation rate | 19.0% | 61.0%-42.0pp | 68.4%-49.4pp | 67.2%-48.2pp |
| Annual return | 15.56% | 30.06%-14.5pp | 32.79%-17.2pp | 160.72%-145.2pp |
| Employer contribution / active EE | $580 | $1,827-68.2% | $2,976-80.5% | $2,671-78.3% |
| Participant deferral / active EE | $869 | $2,850-69.5% | $4,568-81.0% | $4,126-78.9% |
| Admin fee / account holder | $5,568 | $4,096+35.9% | $6,427-13.4% | $5,651-1.5% |