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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 | $25,319 | $118,467-78.6% | $98,450-74.3% | $139,456-81.8% |
| Participation rate | 44.4% | 77.5%-33.0pp | 75.2%-30.7pp | 80.3%-35.9pp |
| Annual return | 11.94% | 18.95%-7.0pp | 21.16%-9.2pp | 373.45%-361.5pp |
| Employer contribution / active EE | $1,155 | $3,611-68.0% | $3,049-62.1% | $4,753-75.7% |
| Participant deferral / active EE | $1,202 | $5,393-77.7% | $4,739-74.6% | $6,711-82.1% |
| Admin fee / account holder | $25,072 | $14,057+78.4% | $8,961+179.8% | $11,407+119.8% |