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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 | $20,584 | $99,875-79.4% | $146,866-86.0% | $86,983-76.3% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.5%-49.2pp | 69.5%-36.2pp |
| Annual return | 16.61% | 28.10%-11.5pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $516 | $3,224-84.0% | $4,425-88.3% | $2,584-80.0% |
| Participant deferral / active EE | $849 | $6,322-86.6% | $7,759-89.1% | $4,194-79.7% |
| Admin fee / account holder | $4,019 | $7,838-48.7% | $13,620-70.5% | $7,856-48.8% |