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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 | $25,560 | $48,364-47.2% | $71,796-64.4% | $62,881-59.4% |
| Participation rate | 22.2% | 60.6%-38.4pp | 69.1%-46.9pp | 69.3%-47.1pp |
| Annual return | 6.48% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $322 | $1,042-69.1% | $1,924-83.3% | $2,281-85.9% |
| Participant deferral / active EE | $744 | $2,091-64.4% | $2,794-73.4% | $3,203-76.8% |
| Admin fee / account holder | $2,438 | $3,771-35.3% | $4,815-49.4% | $4,296-43.2% |