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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 | $22,528 | $71,197-68.4% | $93,669-75.9% | $80,925-72.2% |
| Participation rate | 45.7% | 60.4%-14.7pp | 68.7%-23.0pp | 67.7%-21.9pp |
| Annual return | 12.08% | 11.27%+0.8pp | 133.59%-121.5pp | 35.65%-23.6pp |
| Employer contribution / active EE | $588 | $1,565-62.4% | $2,424-75.8% | $2,756-78.7% |
| Participant deferral / active EE | $1,215 | $4,036-69.9% | $4,416-72.5% | $4,299-71.7% |
| Admin fee / account holder | $1,426 | $6,959-79.5% | $8,291-82.8% | $6,940-79.5% |