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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 | $74,370 | $88,360-15.8% | $145,433-48.9% | $67,986+9.4% |
| Participation rate | 20.0% | 65.5%-45.5pp | 82.1%-62.1pp | 57.2%-37.2pp |
| Annual return | 21.62% | 63.15%-41.5pp | 66.58%-45.0pp | 31.67%-10.0pp |
| Employer contribution / active EE | $417 | $3,054-86.4% | $4,554-90.9% | $2,019-79.4% |
| Participant deferral / active EE | $676 | $5,932-88.6% | $7,897-91.4% | $3,358-79.9% |
| Admin fee / account holder | $885 | $3,313-73.3% | $13,129-93.3% | $3,203-72.4% |