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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 | $53,188 | $110,535-51.9% | $149,600-64.4% | $71,012-25.1% |
| Participation rate | 7.8% | 70.0%-62.2pp | 77.2%-69.4pp | 58.6%-50.8pp |
| Annual return | 17.52% | 18.07%-0.5pp | 129.59%-112.1pp | 37.67%-20.2pp |
| Employer contribution / active EE | $227 | $4,608-95.1% | $4,193-94.6% | $2,348-90.3% |
| Participant deferral / active EE | $523 | $5,546-90.6% | $7,203-92.7% | $3,246-83.9% |
| Admin fee / account holder | $2,512 | $1,181+112.7% | $13,963-82.0% | $1,167+115.3% |