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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 | $23,439 | $76,407-69.3% | $150,298-84.4% | $82,448-71.6% |
| Participation rate | 52.6% | 66.4%-13.8pp | 77.8%-25.1pp | 68.1%-15.4pp |
| Annual return | 18.88% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $658 | $2,614-74.8% | $4,154-84.2% | $2,551-74.2% |
| Participant deferral / active EE | $739 | $3,214-77.0% | $5,453-86.4% | $4,139-82.1% |
| Admin fee / account holder | $830 | $6,352-86.9% | $14,116-94.1% | $7,234-88.5% |