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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 | $32,629 | $64,920-49.7% | $103,693-68.5% | $86,983-62.5% |
| Participation rate | 6.8% | 63.6%-56.8pp | 72.6%-65.9pp | 69.5%-62.8pp |
| Annual return | 16.62% | 30.29%-13.7pp | 47.61%-31.0pp | 25.83%-9.2pp |
| Employer contribution / active EE | $326 | $2,141-84.8% | $2,920-88.9% | $2,584-87.4% |
| Participant deferral / active EE | $364 | $3,241-88.8% | $4,579-92.0% | $4,194-91.3% |
| Admin fee / account holder | $1,095 | $6,191-82.3% | $7,858-86.1% | $7,856-86.1% |