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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 | $20,166 | $52,279-61.4% | $89,414-77.4% | $79,852-74.7% |
| Participation rate | 20.5% | 57.5%-37.0pp | 68.0%-47.5pp | 69.6%-49.1pp |
| Annual return | 18.29% | 22.16%-3.9pp | 245.50%-227.2pp | 31.72%-13.4pp |
| Employer contribution / active EE | $434 | $1,572-72.4% | $2,586-83.2% | $2,471-82.4% |
| Participant deferral / active EE | $587 | $2,740-78.6% | $3,890-84.9% | $3,740-84.3% |
| Admin fee / account holder | $737 | $3,356-78.0% | $4,883-84.9% | $5,306-86.1% |