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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 | $52,705 | $124,330-57.6% | $109,173-51.7% | $167,536-68.5% |
| Participation rate | 31.6% | 79.5%-47.9pp | 75.9%-44.3pp | 82.1%-50.5pp |
| Annual return | 20.28% | 26.04%-5.8pp | 25.75%-5.5pp | 478.82%-458.5pp |
| Employer contribution / active EE | $833 | $4,209-80.2% | $3,723-77.6% | $4,839-82.8% |
| Participant deferral / active EE | $1,329 | $5,256-74.7% | $4,654-71.4% | $6,342-79.1% |
| Admin fee / account holder | $463 | $7,974-94.2% | $6,755-93.1% | $12,315-96.2% |