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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 | $24,989 | $110,410-77.4% | $102,437-75.6% | $145,897-82.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.11% | 24.85%-11.7pp | 24.95%-11.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $4,933 | $4,217+17.0% | $3,871+27.4% | $4,663+5.8% |
| Participant deferral / active EE | $393 | $5,622-93.0% | $5,060-92.2% | $6,689-94.1% |
| Admin fee / account holder | $5,478 | $9,745-43.8% | $8,388-34.7% | $13,390-59.1% |