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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 | $25,625 | $98,776-74.1% | $149,745-82.9% | $79,856-67.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 16.71% | 27.38%-10.7pp | 276.72%-260.0pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,844 | $3,217-42.7% | $4,646-60.3% | $2,471-25.4% |
| Participant deferral / active EE | $2,249 | $5,681-60.4% | $6,843-67.1% | $3,741-39.9% |
| Admin fee / account holder | $2,181 | $6,053-64.0% | $9,312-76.6% | $5,306-58.9% |