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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 | $22,577 | $88,672-74.5% | $105,223-78.5% | $82,448-72.6% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 13.01% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,141 | $3,048-62.6% | $3,689-69.1% | $2,551-55.3% |
| Participant deferral / active EE | $1,651 | $4,036-59.1% | $5,072-67.4% | $4,139-60.1% |
| Admin fee / account holder | $3,018 | $7,146-57.8% | $8,859-65.9% | $7,234-58.3% |