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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 | $14,898 | $43,496-65.7% | $161,489-90.8% | $64,340-76.8% |
| Participation rate | 40.2% | 53.5%-13.4pp | 78.7%-38.5pp | 55.2%-15.1pp |
| Annual return | 17.35% | 20.76%-3.4pp | 89.72%-72.4pp | 24.14%-6.8pp |
| Employer contribution / active EE | $351 | $1,431-75.5% | $4,268-91.8% | $1,862-81.1% |
| Participant deferral / active EE | $640 | $1,996-67.9% | $5,630-88.6% | $2,980-78.5% |
| Admin fee / account holder | $2,245 | $2,330-3.6% | $16,006-86.0% | $3,703-39.4% |