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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 | $15,915 | $37,446-57.5% | $77,513-79.5% | $79,852-80.1% |
| Participation rate | 15.4% | 41.5%-26.1pp | 54.2%-38.8pp | 69.6%-54.3pp |
| Annual return | 10.30% | 39.76%-29.5pp | 54.81%-44.5pp | 31.72%-21.4pp |
| Employer contribution / active EE | $218 | $637-65.7% | $987-77.9% | $2,471-91.2% |
| Participant deferral / active EE | $310 | $1,261-75.4% | $1,861-83.4% | $3,740-91.7% |
| Admin fee / account holder | $3,097 | $2,506+23.6% | $2,859+8.3% | $5,306-41.6% |