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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 | $21,518 | $114,013-81.1% | $103,693-79.2% | $155,188-86.1% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.4pp | 80.8%-11.6pp |
| Annual return | 16.21% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $286 | $3,131-90.9% | $2,920-90.2% | $4,248-93.3% |
| Participant deferral / active EE | $548 | $4,970-89.0% | $4,579-88.0% | $6,531-91.6% |
| Admin fee / account holder | $1,078 | $8,407-87.2% | $7,858-86.3% | $14,480-92.6% |