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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 | $19,496 | $60,442-67.7% | $96,754-79.8% | $87,485-77.7% |
| Participation rate | 15.2% | 58.7%-43.5pp | 70.3%-55.1pp | 68.9%-53.7pp |
| Annual return | 16.33% | 21.97%-5.6pp | 82.04%-65.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $306 | $1,691-81.9% | $2,679-88.6% | $2,596-88.2% |
| Participant deferral / active EE | $411 | $3,280-87.5% | $4,758-91.4% | $4,274-90.4% |
| Admin fee / account holder | $415 | $5,069-91.8% | $8,905-95.3% | $7,775-94.7% |