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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 | $26,946 | $60,442-55.4% | $96,754-72.1% | $87,485-69.2% |
| Participation rate | 20.0% | 58.7%-38.7pp | 70.3%-50.3pp | 68.9%-48.9pp |
| Annual return | 14.47% | 21.97%-7.5pp | 82.04%-67.6pp | 26.06%-11.6pp |
| Employer contribution / active EE | $315 | $1,691-81.4% | $2,679-88.2% | $2,596-87.9% |
| Participant deferral / active EE | $576 | $3,280-82.4% | $4,758-87.9% | $4,274-86.5% |
| Admin fee / account holder | $2,596 | $5,069-48.8% | $8,905-70.8% | $7,775-66.6% |