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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 | $16,653 | $45,041-63.0% | $63,003-73.6% | $70,131-76.3% |
| Participation rate | 26.4% | 69.5%-43.1pp | 74.8%-48.4pp | 69.5%-43.1pp |
| Annual return | 16.19% | 18.76%-2.6pp | 87.59%-71.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $654 | $2,052-68.1% | $2,760-76.3% | $2,342-72.1% |
| Participant deferral / active EE | $221 | $2,465-91.1% | $3,329-93.4% | $3,332-93.4% |
| Admin fee / account holder | $522 | $2,836-81.6% | $3,600-85.5% | $4,645-88.8% |