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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 | $28,383 | $90,400-68.6% | $186,193-84.8% | $87,485-67.6% |
| Participation rate | 17.9% | 66.2%-48.2pp | 77.1%-59.2pp | 68.9%-51.0pp |
| Annual return | 17.29% | 22.15%-4.9pp | 78.03%-60.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $707 | $2,170-67.4% | $3,918-82.0% | $2,596-72.8% |
| Participant deferral / active EE | $766 | $4,330-82.3% | $6,513-88.2% | $4,274-82.1% |
| Admin fee / account holder | $3,127 | $8,673-63.9% | $11,058-71.7% | $7,775-59.8% |