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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 | $19,978 | $36,767-45.7% | $81,473-75.5% | $62,293-67.9% |
| Participation rate | 14.4% | 54.4%-40.0pp | 68.0%-53.6pp | 69.5%-55.1pp |
| Annual return | 16.38% | 173.80%-157.4pp | 38.78%-22.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $340 | $1,128-69.8% | $2,568-86.7% | $2,042-83.3% |
| Participant deferral / active EE | $551 | $2,111-73.9% | $3,537-84.4% | $3,169-82.6% |
| Admin fee / account holder | $2,616 | $797+228.2% | $4,561-42.6% | $479+445.8% |