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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 | $23,435 | $61,660-62.0% | $80,022-70.7% | $64,181-63.5% |
| Participation rate | 16.9% | 71.7%-54.7pp | 75.8%-58.9pp | 69.6%-52.6pp |
| Annual return | 41.61% | -0.33%+41.9pp | 11.22%+30.4pp | 7.63%+34.0pp |
| Employer contribution / active EE | $392 | $1,810-78.3% | $2,468-84.1% | $2,381-83.5% |
| Participant deferral / active EE | $487 | $2,968-83.6% | $3,686-86.8% | $3,470-86.0% |
| Admin fee / account holder | $4,361 | $5,417-19.5% | $6,521-33.1% | $4,887-10.8% |