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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 | $23,404 | $48,432-51.7% | $121,210-80.7% | $71,529-67.3% |
| Participation rate | 24.5% | 54.3%-29.8pp | 69.5%-45.0pp | 67.9%-43.4pp |
| Annual return | 15.64% | 23.28%-7.6pp | 987.41%-971.8pp | 28.97%-13.3pp |
| Employer contribution / active EE | $498 | $1,493-66.6% | $4,171-88.1% | $2,590-80.8% |
| Participant deferral / active EE | $763 | $2,756-72.3% | $4,084-81.3% | $4,291-82.2% |
| Admin fee / account holder | $2,897 | $1,845+57.0% | $5,647-48.7% | $1,588+82.4% |