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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 | $22,207 | $51,638-57.0% | $68,368-67.5% | $82,448-73.1% |
| Participation rate | 20.3% | 63.6%-43.3pp | 73.8%-53.4pp | 68.1%-47.7pp |
| Annual return | 16.32% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $289 | $2,047-85.9% | $2,649-89.1% | $2,551-88.7% |
| Participant deferral / active EE | $470 | $2,914-83.9% | $4,123-88.6% | $4,139-88.6% |
| Admin fee / account holder | $6,328 | $4,643+36.3% | $5,150+22.9% | $7,234-12.5% |