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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 | $58,875 | $77,638-24.2% | $156,551-62.4% | $62,881-6.4% |
| Participation rate | 18.4% | 71.2%-52.8pp | 84.0%-65.6pp | 69.3%-50.9pp |
| Annual return | 8.81% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $411 | $3,444-88.1% | $5,501-92.5% | $2,281-82.0% |
| Participant deferral / active EE | $580 | $3,046-81.0% | $4,871-88.1% | $3,203-81.9% |
| Admin fee / account holder | $1,027 | $5,561-81.5% | $13,028-92.1% | $4,296-76.1% |