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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 | $22,915 | $71,215-67.8% | $93,696-75.5% | $80,935-71.7% |
| Participation rate | 35.9% | 60.4%-24.5pp | 68.7%-32.8pp | 67.7%-31.8pp |
| Annual return | 10.19% | 11.27%-1.1pp | 133.74%-123.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $467 | $1,565-70.2% | $2,422-80.7% | $2,757-83.1% |
| Participant deferral / active EE | $949 | $4,037-76.5% | $4,417-78.5% | $4,299-77.9% |
| Admin fee / account holder | $1,479 | $6,958-78.7% | $8,287-82.2% | $6,924-78.6% |