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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 | $23,569 | $52,580-55.2% | $71,671-67.1% | $70,126-66.4% |
| Participation rate | 22.1% | 60.9%-38.8pp | 68.7%-46.7pp | 69.5%-47.4pp |
| Annual return | 15.54% | 20.25%-4.7pp | 20.65%-5.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $355 | $1,616-78.1% | $2,460-85.6% | $2,343-84.9% |
| Participant deferral / active EE | $560 | $2,386-76.5% | $3,438-83.7% | $3,332-83.2% |
| Admin fee / account holder | $5,999 | $3,653+64.2% | $5,558+7.9% | $4,645+29.1% |