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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 | $35,231 | $35,183+0.1% | $73,545-52.1% | $70,131-49.8% |
| Participation rate | 21.4% | 42.9%-21.5pp | 54.9%-33.5pp | 69.5%-48.1pp |
| Annual return | 46.40% | 26.90%+19.5pp | -15.16%+61.6pp | 73.14%-26.7pp |
| Employer contribution / active EE | $254 | $709-64.2% | $1,219-79.2% | $2,342-89.2% |
| Participant deferral / active EE | $321 | $1,220-73.7% | $1,806-82.2% | $3,332-90.4% |
| Admin fee / account holder | $7,983 | $2,302+246.7% | $2,320+244.1% | $4,645+71.8% |