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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 | $36,601 | $62,242-41.2% | $105,582-65.3% | $69,733-47.5% |
| Participation rate | 13.7% | 47.3%-33.6pp | 71.8%-58.1pp | 62.5%-48.8pp |
| Annual return | 13.46% | 15.40%-1.9pp | 18.61%-5.1pp | 15.22%-1.8pp |
| Employer contribution / active EE | $238 | $1,558-84.8% | $2,984-92.0% | $2,250-89.4% |
| Participant deferral / active EE | $618 | $2,462-74.9% | $4,353-85.8% | $3,054-79.8% |
| Admin fee / account holder | $16,587 | $4,615+259.4% | $12,856+29.0% | $3,102+434.7% |