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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 | $25,262 | $60,442-58.2% | $96,754-73.9% | $87,485-71.1% |
| Participation rate | 8.8% | 58.7%-50.0pp | 70.3%-61.5pp | 68.9%-60.2pp |
| Annual return | 15.41% | 21.97%-6.6pp | 82.04%-66.6pp | 26.06%-10.6pp |
| Employer contribution / active EE | $220 | $1,691-87.0% | $2,679-91.8% | $2,596-91.5% |
| Participant deferral / active EE | $274 | $3,280-91.6% | $4,758-94.2% | $4,274-93.6% |
| Admin fee / account holder | $534 | $5,069-89.5% | $8,905-94.0% | $7,775-93.1% |