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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 | $24,370 | $53,128-54.1% | $86,581-71.9% | $70,124-65.2% |
| Participation rate | 40.7% | 65.3%-24.6pp | 73.5%-32.8pp | 69.5%-28.8pp |
| Annual return | 13.27% | 27.66%-14.4pp | 965.06%-951.8pp | 73.14%-59.9pp |
| Employer contribution / active EE | $473 | $2,068-77.1% | $2,840-83.4% | $2,342-79.8% |
| Participant deferral / active EE | $655 | $2,695-75.7% | $3,609-81.8% | $3,332-80.3% |
| Admin fee / account holder | $831 | $3,584-76.8% | $4,904-83.1% | $4,645-82.1% |