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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 | $67,280 | $83,898-19.8% | $133,346-49.5% | $94,015-28.4% |
| Participation rate | 29.6% | 63.4%-33.7pp | 72.8%-43.2pp | 70.8%-41.2pp |
| Annual return | 10.58% | 16.00%-5.4pp | 36.85%-26.3pp | 17.84%-7.3pp |
| Employer contribution / active EE | $550 | $1,821-69.8% | $2,853-80.7% | $2,790-80.3% |
| Participant deferral / active EE | $267 | $3,245-91.8% | $4,332-93.8% | $4,249-93.7% |
| Admin fee / account holder | $897 | $7,809-88.5% | $14,264-93.7% | $8,951-90.0% |