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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 | $4,214 | $23,330-81.9% | $64,489-93.5% | $82,448-94.9% |
| Participation rate | 52.3% | 68.3%-16.0pp | 67.7%-15.4pp | 68.1%-15.8pp |
| Annual return | 17.18% | 83.66%-66.5pp | 55.03%-37.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $218 | $824-73.6% | $1,523-85.7% | $2,551-91.5% |
| Participant deferral / active EE | $496 | $1,707-71.0% | $2,778-82.2% | $4,139-88.0% |
| Admin fee / account holder | $672 | $2,946-77.2% | $4,260-84.2% | $7,234-90.7% |