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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 | $36,419 | $101,618-64.2% | $93,063-60.9% | $137,256-73.5% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 17.46% | 223.95%-206.5pp | 34.15%-16.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $575 | $2,707-78.8% | $2,476-76.8% | $4,156-86.2% |
| Participant deferral / active EE | $569 | $4,279-86.7% | $3,958-85.6% | $6,407-91.1% |
| Admin fee / account holder | $716 | $6,198-88.4% | $6,033-88.1% | $12,270-94.2% |