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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 | $24,296 | $58,848-58.7% | $88,179-72.4% | $82,637-70.6% |
| Participation rate | 10.3% | 57.9%-47.6pp | 69.1%-58.8pp | 68.1%-57.7pp |
| Annual return | 16.37% | 22.76%-6.4pp | 64.97%-48.6pp | 53.51%-37.1pp |
| Employer contribution / active EE | $301 | $1,678-82.0% | $2,549-88.2% | $2,552-88.2% |
| Participant deferral / active EE | $660 | $3,124-78.9% | $4,614-85.7% | $4,126-84.0% |
| Admin fee / account holder | $2,516 | $4,795-47.5% | $7,673-67.2% | $7,339-65.7% |