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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 | $35,881 | $52,884-32.2% | $84,753-57.7% | $55,167-35.0% |
| Participation rate | 22.6% | 67.5%-44.9pp | 76.6%-54.0pp | 69.0%-46.4pp |
| Annual return | 8.03% | 18.03%-10.0pp | 22.78%-14.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $496 | $2,233-77.8% | $3,574-86.1% | $1,963-74.7% |
| Participant deferral / active EE | $837 | $2,644-68.3% | $3,712-77.5% | $3,054-72.6% |
| Admin fee / account holder | $915 | $581+57.5% | $5,333-82.9% | $504+81.5% |