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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 | $25,169 | $89,370-71.8% | $141,197-82.2% | $72,976-65.5% |
| Participation rate | 31.8% | 75.1%-43.4pp | 82.5%-50.7pp | 69.5%-37.7pp |
| Annual return | 20.88% | 111.88%-91.0pp | 71.41%-50.5pp | 81.02%-60.1pp |
| Employer contribution / active EE | $763 | $3,115-75.5% | $4,736-83.9% | $2,440-68.7% |
| Participant deferral / active EE | $2,172 | $5,419-59.9% | $6,710-67.6% | $3,608-39.8% |
| Admin fee / account holder | $6,641 | $5,957+11.5% | $10,265-35.3% | $5,124+29.6% |