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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 | $18,481 | $91,198-79.7% | $178,503-89.6% | $79,856-76.9% |
| Participation rate | 32.6% | 69.2%-36.7pp | 81.9%-49.4pp | 69.6%-37.1pp |
| Annual return | 10.93% | 24.20%-13.3pp | 151.12%-140.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $537 | $3,257-83.5% | $5,011-89.3% | $2,471-78.3% |
| Participant deferral / active EE | $831 | $3,237-74.3% | $5,202-84.0% | $3,741-77.8% |
| Admin fee / account holder | $584 | $6,748-91.3% | $13,987-95.8% | $5,306-89.0% |