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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 | $48,352 | $47,848+1.1% | $81,473-40.7% | $70,126-31.0% |
| Participation rate | 16.0% | 58.3%-42.3pp | 68.0%-52.0pp | 69.5%-53.5pp |
| Annual return | 20.40% | 27.25%-6.8pp | 38.78%-18.4pp | 73.15%-52.8pp |
| Employer contribution / active EE | $274 | $1,527-82.0% | $2,568-89.3% | $2,343-88.3% |
| Participant deferral / active EE | $344 | $2,453-86.0% | $3,537-90.3% | $3,332-89.7% |
| Admin fee / account holder | $943 | $3,145-70.0% | $4,561-79.3% | $4,645-79.7% |