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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 | $23,098 | $82,133-71.9% | $147,318-84.3% | $64,097-64.0% |
| Participation rate | 25.7% | 62.3%-36.6pp | 82.1%-56.4pp | 55.2%-29.5pp |
| Annual return | 20.32% | 78.78%-58.5pp | 70.43%-50.1pp | 34.64%-14.3pp |
| Employer contribution / active EE | $395 | $2,872-86.3% | $4,593-91.4% | $1,891-79.1% |
| Participant deferral / active EE | $670 | $5,407-87.6% | $7,906-91.5% | $3,080-78.3% |
| Admin fee / account holder | $2,459 | $3,730-34.1% | $13,708-82.1% | $3,454-28.8% |