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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 | $24,963 | $77,908-68.0% | $149,696-83.3% | $75,173-66.8% |
| Participation rate | 45.7% | 65.6%-19.9pp | 78.8%-33.1pp | 67.2%-21.5pp |
| Annual return | 19.56% | 31.73%-12.2pp | 134.46%-114.9pp | 160.72%-141.2pp |
| Employer contribution / active EE | $761 | $3,138-75.7% | $4,821-84.2% | $2,671-71.5% |
| Participant deferral / active EE | $858 | $3,411-74.8% | $5,682-84.9% | $4,126-79.2% |
| Admin fee / account holder | $1,500 | $5,950-74.8% | $13,212-88.6% | $5,651-73.4% |