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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 | $24,646 | $53,841-54.2% | $75,731-67.5% | $85,851-71.3% |
| Participation rate | 38.8% | 69.0%-30.3pp | 74.8%-36.1pp | 69.3%-30.5pp |
| Annual return | 14.06% | 24.54%-10.5pp | 104.65%-90.6pp | 318.63%-304.6pp |
| Employer contribution / active EE | $705 | $2,017-65.0% | $2,743-74.3% | $2,565-72.5% |
| Participant deferral / active EE | $705 | $2,895-75.6% | $3,820-81.5% | $3,952-82.2% |
| Admin fee / account holder | $325 | $3,340-90.3% | $3,620-91.0% | $6,261-94.8% |