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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 | $22,136 | $57,061-61.2% | $85,063-74.0% | $80,911-72.6% |
| Participation rate | 9.3% | 56.3%-47.1pp | 67.5%-58.2pp | 67.6%-58.4pp |
| Annual return | 27.32% | 21.66%+5.7pp | 66.54%-39.2pp | 35.63%-8.3pp |
| Employer contribution / active EE | $383 | $1,799-78.7% | $2,727-86.0% | $2,756-86.1% |
| Participant deferral / active EE | $467 | $3,110-85.0% | $4,523-89.7% | $4,297-89.1% |
| Admin fee / account holder | $5,568 | $4,986+11.7% | $6,155-9.5% | $6,935-19.7% |