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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 | $29,658 | $55,902-46.9% | $76,030-61.0% | $80,959-63.4% |
| Participation rate | 17.3% | 62.1%-44.7pp | 69.1%-51.7pp | 67.7%-50.3pp |
| Annual return | 12.30% | 20.59%-8.3pp | 361.54%-349.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $555 | $1,867-70.3% | $2,688-79.4% | $2,757-79.9% |
| Participant deferral / active EE | $905 | $3,051-70.3% | $4,257-78.7% | $4,300-79.0% |
| Admin fee / account holder | $8,691 | $5,239+65.9% | $6,421+35.4% | $6,925+25.5% |