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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 | $28,559 | $61,125-53.3% | $94,057-69.6% | $87,485-67.4% |
| Participation rate | 33.7% | 64.1%-30.4pp | 73.3%-39.6pp | 68.9%-35.2pp |
| Annual return | 15.03% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $480 | $2,136-77.5% | $2,933-83.6% | $2,596-81.5% |
| Participant deferral / active EE | $634 | $3,260-80.6% | $4,709-86.5% | $4,274-85.2% |
| Admin fee / account holder | $1,348 | $5,629-76.1% | $7,244-81.4% | $7,775-82.7% |