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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 | $22,711 | $42,546-46.6% | $71,796-68.4% | $55,167-58.8% |
| Participation rate | 16.1% | 59.1%-43.0pp | 69.1%-53.0pp | 69.0%-52.9pp |
| Annual return | 18.12% | 12.36%+5.8pp | 78.04%-59.9pp | 169.23%-151.1pp |
| Employer contribution / active EE | $448 | $803-44.2% | $1,924-76.7% | $1,963-77.2% |
| Participant deferral / active EE | $786 | $2,064-61.9% | $2,794-71.9% | $3,054-74.3% |
| Admin fee / account holder | $472 | $650-27.3% | $4,815-90.2% | $504-6.3% |