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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 | $32,696 | $77,638-57.9% | $156,551-79.1% | $62,881-48.0% |
| Participation rate | 64.9% | 71.2%-6.3pp | 84.0%-19.1pp | 69.3%-4.4pp |
| Annual return | 14.24% | 50.33%-36.1pp | 32.23%-18.0pp | 20.14%-5.9pp |
| Employer contribution / active EE | $609 | $3,444-82.3% | $5,501-88.9% | $2,281-73.3% |
| Participant deferral / active EE | $818 | $3,046-73.1% | $4,871-83.2% | $3,203-74.5% |
| Admin fee / account holder | $1,760 | $5,561-68.4% | $13,028-86.5% | $4,296-59.0% |