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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 | $21,874 | $55,122-60.3% | $104,625-79.1% | $73,493-70.2% |
| Participation rate | 56.7% | 67.7%-11.0pp | 74.1%-17.3pp | 70.7%-14.0pp |
| Annual return | 15.72% | 24.77%-9.1pp | 340.60%-324.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $716 | $1,464-51.1% | $2,681-73.3% | $2,270-68.5% |
| Participant deferral / active EE | $971 | $2,919-66.7% | $3,738-74.0% | $3,740-74.0% |
| Admin fee / account holder | $914 | $423+116.2% | $6,465-85.9% | $513+78.2% |