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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 | $25,356 | $55,453-54.3% | $170,435-85.1% | $62,293-59.3% |
| Participation rate | 19.7% | 66.4%-46.7pp | 83.6%-63.9pp | 69.5%-49.8pp |
| Annual return | 13.32% | 21.38%-8.1pp | 205.94%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $392 | $2,164-81.9% | $5,432-92.8% | $2,042-80.8% |
| Participant deferral / active EE | $525 | $2,303-77.2% | $4,939-89.4% | $3,169-83.4% |
| Admin fee / account holder | $5,372 | $455+1080.5% | $13,881-61.3% | $479+1020.7% |