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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 | $19,665 | $50,554-61.1% | $67,681-70.9% | $87,485-77.5% |
| Participation rate | 24.3% | 67.7%-43.4pp | 73.7%-49.4pp | 68.9%-44.6pp |
| Annual return | 18.39% | 17.81%+0.6pp | 590.58%-572.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $777 | $1,988-60.9% | $2,678-71.0% | $2,596-70.1% |
| Participant deferral / active EE | $158 | $2,961-94.7% | $3,976-96.0% | $4,274-96.3% |
| Admin fee / account holder | $5,146 | $4,132+24.5% | $6,100-15.6% | $7,775-33.8% |