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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 | $15,880 | $52,279-69.6% | $89,414-82.2% | $79,852-80.1% |
| Participation rate | 46.0% | 57.5%-11.5pp | 68.0%-22.0pp | 69.6%-23.6pp |
| Annual return | 23.13% | 22.16%+1.0pp | 245.50%-222.4pp | 31.72%-8.6pp |
| Employer contribution / active EE | $363 | $1,572-76.9% | $2,586-86.0% | $2,471-85.3% |
| Participant deferral / active EE | $778 | $2,740-71.6% | $3,890-80.0% | $3,740-79.2% |
| Admin fee / account holder | $736 | $3,356-78.1% | $4,883-84.9% | $5,306-86.1% |