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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 | $28,888 | $48,364-40.3% | $71,796-59.8% | $62,881-54.1% |
| Participation rate | 27.0% | 60.6%-33.6pp | 69.1%-42.1pp | 69.3%-42.3pp |
| Annual return | 8.24% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $385 | $1,042-63.1% | $1,924-80.0% | $2,281-83.1% |
| Participant deferral / active EE | $781 | $2,091-62.7% | $2,794-72.1% | $3,203-75.6% |
| Admin fee / account holder | $1,000 | $3,771-73.5% | $4,815-79.2% | $4,296-76.7% |