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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 | $62,303 | $76,407-18.5% | $150,298-58.5% | $82,448-24.4% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 17.56% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $369 | $2,614-85.9% | $4,154-91.1% | $2,551-85.5% |
| Participant deferral / active EE | $574 | $3,214-82.2% | $5,453-89.5% | $4,139-86.1% |
| Admin fee / account holder | $894 | $6,352-85.9% | $14,116-93.7% | $7,234-87.6% |