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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 | $20,697 | $117,895-82.4% | $102,460-79.8% | $145,897-85.8% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.57% | 31.92%-20.4pp | 29.47%-17.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,186 | $3,619-67.2% | $3,025-60.8% | $4,663-74.6% |
| Participant deferral / active EE | $1,609 | $5,736-71.9% | $5,056-68.2% | $6,689-75.9% |
| Admin fee / account holder | $2,183 | $13,353-83.7% | $9,460-76.9% | $13,390-83.7% |