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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 | $28,383 | $91,086-68.8% | $203,872-86.1% | $86,983-67.4% |
| Participation rate | 17.9% | 65.8%-47.9pp | 77.8%-59.9pp | 69.5%-51.6pp |
| Annual return | 17.29% | 22.30%-5.0pp | 85.11%-67.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $707 | $2,063-65.7% | $3,757-81.2% | $2,584-72.6% |
| Participant deferral / active EE | $766 | $4,019-80.9% | $6,388-88.0% | $4,194-81.7% |
| Admin fee / account holder | $3,127 | $8,987-65.2% | $11,730-73.3% | $7,856-60.2% |