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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 | $31,059 | $62,592-50.4% | $85,709-63.8% | $85,847-63.8% |
| Participation rate | 21.7% | 61.1%-39.4pp | 69.9%-48.2pp | 69.3%-47.6pp |
| Annual return | 15.41% | 23.77%-8.4pp | 21.49%-6.1pp | 318.61%-303.2pp |
| Employer contribution / active EE | $359 | $1,755-79.6% | $2,619-86.3% | $2,565-86.0% |
| Participant deferral / active EE | $842 | $2,802-70.0% | $3,924-78.6% | $3,952-78.7% |
| Admin fee / account holder | $1,958 | $4,643-57.8% | $6,876-71.5% | $6,261-68.7% |