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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 | $32,678 | $75,541-56.7% | $152,093-78.5% | $82,637-60.5% |
| Participation rate | 7.5% | 66.5%-59.0pp | 77.8%-70.3pp | 68.1%-60.6pp |
| Annual return | 17.11% | 32.56%-15.4pp | 66.36%-49.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $353 | $2,622-86.5% | $4,175-91.5% | $2,552-86.2% |
| Participant deferral / active EE | $452 | $3,206-85.9% | $5,451-91.7% | $4,126-89.1% |
| Admin fee / account holder | $1,678 | $6,405-73.8% | $14,497-88.4% | $7,339-77.1% |