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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 | $27,976 | $115,796-75.8% | $101,264-72.4% | $158,950-82.4% |
| Participation rate | 65.2% | 79.4%-14.2pp | 75.8%-10.6pp | 82.0%-16.7pp |
| Annual return | 19.11% | 56.15%-37.0pp | 46.48%-27.4pp | 302.91%-283.8pp |
| Employer contribution / active EE | $3,909 | $4,175-6.4% | $3,660+6.8% | $4,762-17.9% |
| Participant deferral / active EE | $927 | $4,958-81.3% | $4,370-78.8% | $5,983-84.5% |
| Admin fee / account holder | $856 | $7,247-88.2% | $5,947-85.6% | $11,248-92.4% |