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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 | $10,698 | $51,638-79.3% | $68,368-84.4% | $82,448-87.0% |
| Participation rate | 19.7% | 63.6%-43.9pp | 73.8%-54.1pp | 68.1%-48.4pp |
| Annual return | 21.51% | 37.53%-16.0pp | 292.57%-271.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $299 | $2,047-85.4% | $2,649-88.7% | $2,551-88.3% |
| Participant deferral / active EE | $413 | $2,914-85.8% | $4,123-90.0% | $4,139-90.0% |
| Admin fee / account holder | $571 | $4,643-87.7% | $5,150-88.9% | $7,234-92.1% |