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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 | $28,878 | $54,541-47.1% | $78,778-63.3% | $70,126-58.8% |
| Participation rate | 11.3% | 60.8%-49.5pp | 69.2%-57.9pp | 69.5%-58.2pp |
| Annual return | 20.59% | 21.07%-0.5pp | 35.62%-15.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $221 | $1,089-79.7% | $1,986-88.9% | $2,343-90.6% |
| Participant deferral / active EE | $623 | $2,210-71.8% | $2,958-78.9% | $3,332-81.3% |
| Admin fee / account holder | $419 | $3,709-88.7% | $5,134-91.8% | $4,645-91.0% |