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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 | $23,804 | $78,690-69.7% | $161,489-85.3% | $87,485-72.8% |
| Participation rate | 19.4% | 67.5%-48.1pp | 78.7%-59.3pp | 68.9%-49.6pp |
| Annual return | 19.39% | 32.74%-13.3pp | 89.72%-70.3pp | 26.06%-6.7pp |
| Employer contribution / active EE | $406 | $2,588-84.3% | $4,268-90.5% | $2,596-84.4% |
| Participant deferral / active EE | $603 | $3,311-81.8% | $5,630-89.3% | $4,274-85.9% |
| Admin fee / account holder | $347 | $6,724-94.8% | $16,006-97.8% | $7,775-95.5% |