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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 | $14,425 | $23,330-38.2% | $64,489-77.6% | $82,448-82.5% |
| Participation rate | 33.3% | 68.3%-35.0pp | 67.7%-34.4pp | 68.1%-34.7pp |
| Annual return | 14.22% | 83.66%-69.4pp | 55.03%-40.8pp | 41.64%-27.4pp |
| Employer contribution / active EE | $569 | $824-31.0% | $1,523-62.6% | $2,551-77.7% |
| Participant deferral / active EE | $698 | $1,707-59.1% | $2,778-74.9% | $4,139-83.1% |
| Admin fee / account holder | $1,767 | $2,946-40.0% | $4,260-58.5% | $7,234-75.6% |