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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 | $15,775 | $47,944-67.1% | $67,834-76.7% | $62,881-74.9% |
| Participation rate | 30.0% | 61.1%-31.1pp | 68.8%-38.8pp | 69.3%-39.3pp |
| Annual return | 7.05% | 11.77%-4.7pp | 138.47%-131.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $244 | $1,562-84.4% | $2,403-89.8% | $2,281-89.3% |
| Participant deferral / active EE | $572 | $2,247-74.6% | $3,160-81.9% | $3,203-82.2% |
| Admin fee / account holder | $1,053 | $3,712-71.6% | $4,622-77.2% | $4,296-75.5% |