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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 | $27,922 | $54,541-48.8% | $78,778-64.6% | $70,126-60.2% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 13.57% | 21.07%-7.5pp | 35.62%-22.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $980 | $1,089-9.9% | $1,986-50.6% | $2,343-58.1% |
| Participant deferral / active EE | $575 | $2,210-74.0% | $2,958-80.6% | $3,332-82.7% |
| Admin fee / account holder | $736 | $3,709-80.2% | $5,134-85.7% | $4,645-84.2% |