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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 | $27,915 | $60,442-53.8% | $96,754-71.1% | $87,485-68.1% |
| Participation rate | 16.7% | 58.7%-42.0pp | 70.3%-53.6pp | 68.9%-52.3pp |
| Annual return | 14.03% | 21.97%-7.9pp | 82.04%-68.0pp | 26.06%-12.0pp |
| Employer contribution / active EE | $253 | $1,691-85.1% | $2,679-90.6% | $2,596-90.3% |
| Participant deferral / active EE | $767 | $3,280-76.6% | $4,758-83.9% | $4,274-82.1% |
| Admin fee / account holder | $3,456 | $5,069-31.8% | $8,905-61.2% | $7,775-55.6% |