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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 | $15,353 | $78,690-80.5% | $161,489-90.5% | $87,485-82.5% |
| Participation rate | 19.0% | 67.5%-48.5pp | 78.7%-59.7pp | 68.9%-49.9pp |
| Annual return | 14.53% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $361 | $2,588-86.1% | $4,268-91.5% | $2,596-86.1% |
| Participant deferral / active EE | $499 | $3,311-84.9% | $5,630-91.1% | $4,274-88.3% |
| Admin fee / account holder | $4,078 | $6,724-39.3% | $16,006-74.5% | $7,775-47.5% |