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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 | $20,123 | $91,167-77.9% | $178,498-88.7% | $79,858-74.8% |
| Participation rate | 43.0% | 69.2%-26.2pp | 81.9%-38.9pp | 69.6%-26.6pp |
| Annual return | 14.22% | 24.19%-10.0pp | 151.09%-136.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $407 | $3,255-87.5% | $5,011-91.9% | $2,471-83.5% |
| Participant deferral / active EE | $613 | $3,236-81.0% | $5,202-88.2% | $3,740-83.6% |
| Admin fee / account holder | $441 | $6,747-93.5% | $13,985-96.8% | $5,306-91.7% |