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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 | $16,550 | $52,580-68.5% | $71,671-76.9% | $70,126-76.4% |
| Participation rate | 61.5% | 60.9%+0.7pp | 68.7%-7.2pp | 69.5%-8.0pp |
| Annual return | 16.64% | 20.25%-3.6pp | 20.65%-4.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $538 | $1,616-66.7% | $2,460-78.1% | $2,343-77.0% |
| Participant deferral / active EE | $519 | $2,386-78.2% | $3,438-84.9% | $3,332-84.4% |
| Admin fee / account holder | $2,967 | $3,653-18.8% | $5,558-46.6% | $4,645-36.1% |