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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 | $26,681 | $89,259-70.1% | $107,187-75.1% | $82,637-67.7% |
| Participation rate | 45.0% | 67.9%-22.9pp | 75.0%-30.0pp | 68.1%-23.1pp |
| Annual return | 15.90% | 21.02%-5.1pp | 204.55%-188.6pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,508 | $3,080-51.0% | $3,782-60.1% | $2,552-40.9% |
| Participant deferral / active EE | $43 | $4,037-98.9% | $5,096-99.1% | $4,126-98.9% |
| Admin fee / account holder | $2,565 | $7,381-65.3% | $9,162-72.0% | $7,339-65.1% |