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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 | $14,888 | $91,086-83.7% | $203,872-92.7% | $86,983-82.9% |
| Participation rate | 52.8% | 65.8%-13.0pp | 77.8%-25.0pp | 69.5%-16.7pp |
| Annual return | 13.06% | 22.30%-9.2pp | 85.11%-72.0pp | 25.83%-12.8pp |
| Employer contribution / active EE | $570 | $2,063-72.4% | $3,757-84.8% | $2,584-78.0% |
| Participant deferral / active EE | $1,011 | $4,019-74.8% | $6,388-84.2% | $4,194-75.9% |
| Admin fee / account holder | $2,116 | $8,987-76.5% | $11,730-82.0% | $7,856-73.1% |