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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 | $28,062 | $49,693-43.5% | $70,544-60.2% | $74,460-62.3% |
| Participation rate | 10.4% | 64.7%-54.3pp | 68.4%-58.0pp | 70.7%-60.4pp |
| Annual return | 18.67% | 21.22%-2.6pp | 32.79%-14.1pp | 34.38%-15.7pp |
| Employer contribution / active EE | $429 | $1,773-75.8% | $2,976-85.6% | $2,638-83.8% |
| Participant deferral / active EE | $648 | $3,376-80.8% | $4,568-85.8% | $4,530-85.7% |
| Admin fee / account holder | $5,013 | $316+1487.9% | $6,427-22.0% | $348+1341.4% |