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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 | $24,008 | $78,690-69.5% | $161,489-85.1% | $87,485-72.6% |
| Participation rate | 21.3% | 67.5%-46.2pp | 78.7%-57.4pp | 68.9%-47.7pp |
| Annual return | 15.53% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $600 | $2,588-76.8% | $4,268-85.9% | $2,596-76.9% |
| Participant deferral / active EE | $662 | $3,311-80.0% | $5,630-88.2% | $4,274-84.5% |
| Admin fee / account holder | $3,973 | $6,724-40.9% | $16,006-75.2% | $7,775-48.9% |