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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 | $24,710 | $53,837-54.1% | $75,717-67.4% | $85,856-71.2% |
| Participation rate | 69.5% | 69.1%+0.4pp | 74.8%-5.3pp | 69.3%+0.2pp |
| Annual return | 16.28% | 24.54%-8.3pp | 104.58%-88.3pp | 318.58%-302.3pp |
| Employer contribution / active EE | $564 | $2,017-72.0% | $2,743-79.4% | $2,565-78.0% |
| Participant deferral / active EE | $565 | $2,895-80.5% | $3,821-85.2% | $3,952-85.7% |
| Admin fee / account holder | $501 | $3,341-85.0% | $3,619-86.2% | $6,261-92.0% |