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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 | $27,714 | $54,213-48.9% | $93,696-70.4% | $77,736-64.3% |
| Participation rate | 10.2% | 64.0%-53.7pp | 68.7%-58.5pp | 70.6%-60.4pp |
| Annual return | 12.87% | 30.55%-17.7pp | 133.74%-120.9pp | 31.26%-18.4pp |
| Employer contribution / active EE | $453 | $1,168-61.2% | $2,422-81.3% | $2,728-83.4% |
| Participant deferral / active EE | $839 | $3,145-73.3% | $4,417-81.0% | $4,651-82.0% |
| Admin fee / account holder | $8,154 | $575+1318.5% | $8,287-1.6% | $433+1781.7% |