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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 | $12,946 | $78,690-83.5% | $161,489-92.0% | $87,485-85.2% |
| Participation rate | 17.4% | 67.5%-50.1pp | 78.7%-61.3pp | 68.9%-51.5pp |
| Annual return | 24.26% | 32.74%-8.5pp | 89.72%-65.5pp | 26.06%-1.8pp |
| Employer contribution / active EE | $450 | $2,588-82.6% | $4,268-89.5% | $2,596-82.7% |
| Participant deferral / active EE | $854 | $3,311-74.2% | $5,630-84.8% | $4,274-80.0% |
| Admin fee / account holder | $2,260 | $6,724-66.4% | $16,006-85.9% | $7,775-70.9% |