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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 | $16,502 | $75,962-78.3% | $154,108-89.3% | $64,173-74.3% |
| Participation rate | 22.8% | 70.4%-47.6pp | 83.0%-60.2pp | 69.6%-46.8pp |
| Annual return | -4.61% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $522 | $3,350-84.4% | $5,298-90.1% | $2,381-78.1% |
| Participant deferral / active EE | $708 | $3,175-77.7% | $5,081-86.1% | $3,470-79.6% |
| Admin fee / account holder | $1,034 | $5,589-81.5% | $13,411-92.3% | $4,887-78.9% |