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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 | $22,016 | $47,944-54.1% | $67,834-67.5% | $62,881-65.0% |
| Participation rate | 32.1% | 61.1%-29.0pp | 68.8%-36.7pp | 69.3%-37.3pp |
| Annual return | 5.12% | 11.77%-6.6pp | 138.47%-133.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $459 | $1,562-70.6% | $2,403-80.9% | $2,281-79.9% |
| Participant deferral / active EE | $702 | $2,247-68.7% | $3,160-77.8% | $3,203-78.1% |
| Admin fee / account holder | $3,401 | $3,712-8.4% | $4,622-26.4% | $4,296-20.8% |