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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 | $12,031 | $63,703-81.1% | $93,063-87.1% | $82,448-85.4% |
| Participation rate | 25.0% | 63.8%-38.8pp | 72.1%-47.1pp | 68.1%-43.1pp |
| Annual return | 16.99% | -775.43%+792.4pp | 34.15%-17.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $487 | $1,729-71.8% | $2,476-80.3% | $2,551-80.9% |
| Participant deferral / active EE | $569 | $2,919-80.5% | $3,958-85.6% | $4,139-86.3% |
| Admin fee / account holder | $3,559 | $5,982-40.5% | $6,033-41.0% | $7,234-50.8% |