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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 | $20,467 | $49,255-58.4% | $70,494-71.0% | $79,856-74.4% |
| Participation rate | 64.5% | 69.2%-4.6pp | 75.1%-10.5pp | 69.6%-5.1pp |
| Annual return | 15.28% | 30.10%-14.8pp | 109.16%-93.9pp | 31.71%-16.4pp |
| Employer contribution / active EE | $559 | $2,100-73.4% | $2,738-79.6% | $2,471-77.4% |
| Participant deferral / active EE | $588 | $2,768-78.8% | $3,711-84.1% | $3,741-84.3% |
| Admin fee / account holder | $4,217 | $2,879+46.5% | $3,848+9.6% | $5,306-20.5% |