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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 | $24,988 | $65,027-61.6% | $90,970-72.5% | $79,852-68.7% |
| Participation rate | 40.7% | 61.6%-20.9pp | 69.0%-28.3pp | 69.6%-28.9pp |
| Annual return | 16.16% | 30.45%-14.3pp | 134.58%-118.4pp | 31.72%-15.6pp |
| Employer contribution / active EE | $455 | $1,247-63.5% | $2,122-78.6% | $2,471-81.6% |
| Participant deferral / active EE | $499 | $2,512-80.1% | $3,373-85.2% | $3,740-86.6% |
| Admin fee / account holder | $2,960 | $4,535-34.7% | $5,960-50.3% | $5,306-44.2% |