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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 | $21,424 | $85,169-74.8% | $172,755-87.6% | $72,983-70.6% |
| Participation rate | 35.8% | 70.1%-34.3pp | 82.6%-46.8pp | 69.5%-33.7pp |
| Annual return | 21.04% | 27.32%-6.3pp | 802.94%-781.9pp | 81.01%-60.0pp |
| Employer contribution / active EE | $574 | $3,324-82.7% | $5,144-88.8% | $2,440-76.5% |
| Participant deferral / active EE | $739 | $3,260-77.3% | $5,198-85.8% | $3,608-79.5% |
| Admin fee / account holder | $368 | $5,880-93.7% | $13,955-97.4% | $5,124-92.8% |