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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 | $14,480 | $85,171-83.0% | $172,752-91.6% | $72,975-80.2% |
| Participation rate | 67.4% | 70.1%-2.7pp | 82.6%-15.3pp | 69.5%-2.1pp |
| Annual return | 17.04% | 27.32%-10.3pp | 802.97%-785.9pp | 81.01%-64.0pp |
| Employer contribution / active EE | $720 | $3,324-78.4% | $5,144-86.0% | $2,440-70.5% |
| Participant deferral / active EE | $655 | $3,260-79.9% | $5,198-87.4% | $3,608-81.8% |
| Admin fee / account holder | $330 | $5,880-94.4% | $13,955-97.6% | $5,124-93.6% |