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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 | $28,985 | $84,953-65.9% | $163,379-82.3% | $82,637-64.9% |
| Participation rate | 50.0% | 65.9%-15.9pp | 76.8%-26.8pp | 68.1%-18.1pp |
| Annual return | 32.24% | 23.07%+9.2pp | 63.41%-31.2pp | 53.51%-21.3pp |
| Employer contribution / active EE | $844 | $2,183-61.3% | $3,752-77.5% | $2,552-66.9% |
| Participant deferral / active EE | $1,266 | $4,326-70.7% | $6,282-79.8% | $4,126-69.3% |
| Admin fee / account holder | $2,779 | $7,921-64.9% | $9,818-71.7% | $7,339-62.1% |