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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 | $31,501 | $56,110-43.9% | $94,993-66.8% | $70,126-55.1% |
| Participation rate | 53.1% | 65.0%-11.9pp | 73.9%-20.8pp | 69.5%-16.4pp |
| Annual return | 14.92% | 51.02%-36.1pp | 27.14%-12.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $362 | $1,442-74.9% | $2,603-86.1% | $2,343-84.6% |
| Participant deferral / active EE | $463 | $2,391-80.6% | $3,317-86.0% | $3,332-86.1% |
| Admin fee / account holder | $324 | $3,456-90.6% | $4,960-93.5% | $4,645-93.0% |