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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 | $24,661 | $36,140-31.8% | $73,658-66.5% | $64,340-61.7% |
| Participation rate | 6.2% | 31.0%-24.8pp | 57.0%-50.8pp | 55.2%-49.0pp |
| Annual return | 18.53% | 21.48%-3.0pp | 29.72%-11.2pp | 24.14%-5.6pp |
| Employer contribution / active EE | $82 | $443-81.4% | $1,032-92.0% | $1,862-95.6% |
| Participant deferral / active EE | $191 | $1,023-81.4% | $2,062-90.8% | $2,980-93.6% |
| Admin fee / account holder | $432 | $2,513-82.8% | $3,357-87.1% | $3,703-88.3% |