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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 | $23,412 | $61,391-61.9% | $149,723-84.4% | $71,529-67.3% |
| Participation rate | 30.1% | 62.5%-32.4pp | 78.8%-48.7pp | 67.9%-37.9pp |
| Annual return | 16.05% | 35.88%-19.8pp | 134.50%-118.4pp | 28.97%-12.9pp |
| Employer contribution / active EE | $566 | $2,384-76.3% | $4,821-88.3% | $2,590-78.2% |
| Participant deferral / active EE | $789 | $2,921-73.0% | $5,682-86.1% | $4,291-81.6% |
| Admin fee / account holder | $339 | $1,264-73.2% | $13,215-97.4% | $1,588-78.7% |