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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 | $12,710 | $61,815-79.4% | $97,295-86.9% | $80,959-84.3% |
| Participation rate | 46.2% | 63.5%-17.3pp | 72.7%-26.5pp | 67.7%-21.5pp |
| Annual return | 12.38% | -558.73%+571.1pp | 75.62%-63.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $421 | $1,836-77.1% | $2,723-84.5% | $2,757-84.7% |
| Participant deferral / active EE | $887 | $3,027-70.7% | $4,264-79.2% | $4,300-79.4% |
| Admin fee / account holder | $674 | $5,166-86.9% | $5,646-88.1% | $6,925-90.3% |