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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 | $25,334 | $48,364-47.6% | $71,796-64.7% | $62,881-59.7% |
| Participation rate | 18.4% | 60.6%-42.2pp | 69.1%-50.7pp | 69.3%-50.9pp |
| Annual return | 12.27% | 13.16%-0.9pp | 78.04%-65.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $442 | $1,042-57.6% | $1,924-77.0% | $2,281-80.6% |
| Participant deferral / active EE | $588 | $2,091-71.9% | $2,794-78.9% | $3,203-81.6% |
| Admin fee / account holder | $336 | $3,771-91.1% | $4,815-93.0% | $4,296-92.2% |