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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 | $30,344 | $67,411-55.0% | $91,004-66.7% | $70,126-56.7% |
| Participation rate | 19.7% | 71.4%-51.7pp | 75.6%-55.9pp | 69.5%-49.8pp |
| Annual return | 19.94% | -40.16%+60.1pp | 4.60%+15.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $487 | $1,786-72.8% | $2,456-80.2% | $2,343-79.2% |
| Participant deferral / active EE | $950 | $2,823-66.3% | $3,548-73.2% | $3,332-71.5% |
| Admin fee / account holder | $1,288 | $4,236-69.6% | $5,417-76.2% | $4,645-72.3% |