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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 | $28,924 | $54,380-46.8% | $68,509-57.8% | $59,633-51.5% |
| Participation rate | 32.3% | 70.2%-37.9pp | 74.7%-42.5pp | 68.7%-36.4pp |
| Annual return | 13.13% | 2.83%+10.3pp | 8.27%+4.9pp | 2041.45%-2028.3pp |
| Employer contribution / active EE | $716 | $1,539-53.4% | $2,278-68.6% | $2,203-67.5% |
| Participant deferral / active EE | $734 | $2,643-72.2% | $3,382-78.3% | $3,192-77.0% |
| Admin fee / account holder | $4,776 | $3,885+22.9% | $5,275-9.5% | $4,297+11.1% |