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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 | $24,911 | $49,177-49.3% | $79,476-68.7% | $64,181-61.2% |
| Participation rate | 39.0% | 65.0%-26.1pp | 73.3%-34.4pp | 69.6%-30.6pp |
| Annual return | 7.28% | -1.16%+8.4pp | 718.21%-710.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $535 | $2,076-74.2% | $2,800-80.9% | $2,381-77.5% |
| Participant deferral / active EE | $679 | $2,821-75.9% | $3,704-81.7% | $3,470-80.4% |
| Admin fee / account holder | $628 | $3,839-83.7% | $5,113-87.7% | $4,887-87.2% |