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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 | $78,690-70.2% | $161,489-85.5% | $87,485-73.2% |
| Participation rate | 52.6% | 67.5%-14.8pp | 78.7%-26.1pp | 68.9%-16.3pp |
| Annual return | 18.88% | 32.74%-13.9pp | 89.72%-70.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $658 | $2,588-74.6% | $4,268-84.6% | $2,596-74.6% |
| Participant deferral / active EE | $739 | $3,311-77.7% | $5,630-86.9% | $4,274-82.7% |
| Admin fee / account holder | $830 | $6,724-87.7% | $16,006-94.8% | $7,775-89.3% |