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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 | $14,390 | $77,638-81.5% | $156,551-90.8% | $62,881-77.1% |
| Participation rate | 14.5% | 71.2%-56.7pp | 84.0%-69.5pp | 69.3%-54.8pp |
| Annual return | 5.24% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $523 | $3,444-84.8% | $5,501-90.5% | $2,281-77.0% |
| Participant deferral / active EE | $716 | $3,046-76.5% | $4,871-85.3% | $3,203-77.6% |
| Admin fee / account holder | $736 | $5,561-86.8% | $13,028-94.4% | $4,296-82.9% |