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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 | $22,024 | $47,105-53.2% | $68,368-67.8% | $67,986-67.6% |
| Participation rate | 26.5% | 51.8%-25.3pp | 73.8%-47.3pp | 57.2%-30.8pp |
| Annual return | 17.71% | 48.37%-30.7pp | 292.57%-274.9pp | 31.67%-14.0pp |
| Employer contribution / active EE | $339 | $1,859-81.8% | $2,649-87.2% | $2,019-83.2% |
| Participant deferral / active EE | $400 | $2,374-83.1% | $4,123-90.3% | $3,358-88.1% |
| Admin fee / account holder | $1,807 | $2,435-25.8% | $5,150-64.9% | $3,203-43.6% |