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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 | $24,821 | $75,058-66.9% | $152,301-83.7% | $64,340-61.4% |
| Participation rate | 36.6% | 60.9%-24.3pp | 82.4%-45.9pp | 55.2%-18.7pp |
| Annual return | 22.32% | 29.93%-7.6pp | 80.50%-58.2pp | 24.14%-1.8pp |
| Employer contribution / active EE | $257 | $2,605-90.1% | $4,624-94.4% | $1,862-86.2% |
| Participant deferral / active EE | $489 | $5,041-90.3% | $8,004-93.9% | $2,980-83.6% |
| Admin fee / account holder | $862 | $4,050-78.7% | $14,398-94.0% | $3,703-76.7% |