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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 | $25,508 | $53,128-52.0% | $86,582-70.5% | $70,126-63.6% |
| Participation rate | 14.6% | 65.3%-50.7pp | 73.5%-59.0pp | 69.5%-55.0pp |
| Annual return | 22.58% | 27.66%-5.1pp | 965.08%-942.5pp | 73.15%-50.6pp |
| Employer contribution / active EE | $260 | $2,068-87.4% | $2,839-90.8% | $2,343-88.9% |
| Participant deferral / active EE | $247 | $2,695-90.8% | $3,609-93.1% | $3,332-92.6% |
| Admin fee / account holder | $345 | $3,584-90.4% | $4,904-93.0% | $4,645-92.6% |