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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 | $16,403 | $47,944-65.8% | $67,834-75.8% | $62,881-73.9% |
| Participation rate | 44.7% | 61.1%-16.4pp | 68.8%-24.1pp | 69.3%-24.6pp |
| Annual return | 4.61% | 11.77%-7.2pp | 138.47%-133.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $243 | $1,562-84.5% | $2,403-89.9% | $2,281-89.4% |
| Participant deferral / active EE | $658 | $2,247-70.7% | $3,160-79.2% | $3,203-79.5% |
| Admin fee / account holder | $1,801 | $3,712-51.5% | $4,622-61.0% | $4,296-58.1% |