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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 | $56,369 | $55,441+1.7% | $76,002-25.8% | $77,671-27.4% |
| Participation rate | 15.7% | 63.6%-47.9pp | 69.1%-53.4pp | 70.6%-54.9pp |
| Annual return | 13.47% | 17.08%-3.6pp | 360.07%-346.6pp | 31.21%-17.7pp |
| Employer contribution / active EE | $531 | $1,789-70.3% | $2,688-80.2% | $2,726-80.5% |
| Participant deferral / active EE | $1,208 | $3,451-65.0% | $4,257-71.6% | $4,648-74.0% |
| Admin fee / account holder | $1,174 | $407+188.7% | $6,414-81.7% | $430+172.8% |