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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 | $20,593 | $57,541-64.2% | $95,728-78.5% | $75,181-72.6% |
| Participation rate | 16.2% | 62.5%-46.3pp | 72.3%-56.1pp | 67.2%-51.0pp |
| Annual return | 21.34% | 34.93%-13.6pp | 28.40%-7.1pp | 160.69%-139.3pp |
| Employer contribution / active EE | $423 | $1,808-76.6% | $2,835-85.1% | $2,671-84.2% |
| Participant deferral / active EE | $553 | $3,074-82.0% | $4,245-87.0% | $4,126-86.6% |
| Admin fee / account holder | $1,665 | $4,099-59.4% | $5,673-70.7% | $5,650-70.5% |