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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 | $55,947 | $80,133-30.2% | $135,792-58.8% | $71,012-21.2% |
| Participation rate | 3.1% | 46.4%-43.3pp | 72.6%-69.5pp | 58.6%-55.4pp |
| Annual return | 15.40% | 15.15%+0.2pp | 25.96%-10.6pp | 37.67%-22.3pp |
| Employer contribution / active EE | $211 | $1,544-86.4% | $3,496-94.0% | $2,348-91.0% |
| Participant deferral / active EE | $249 | $2,074-88.0% | $4,759-94.8% | $3,246-92.3% |
| Admin fee / account holder | $1,064 | $1,557-31.7% | $12,266-91.3% | $1,167-8.9% |