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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 | $23,331 | $51,631-54.8% | $129,397-82.0% | $80,925-71.2% |
| Participation rate | 25.4% | 56.9%-31.5pp | 69.6%-44.2pp | 67.7%-42.3pp |
| Annual return | 11.33% | 20.77%-9.4pp | 9453.98%-9442.7pp | 35.65%-24.3pp |
| Employer contribution / active EE | $334 | $1,583-78.9% | $4,154-92.0% | $2,756-87.9% |
| Participant deferral / active EE | $601 | $2,670-77.5% | $4,167-85.6% | $4,299-86.0% |
| Admin fee / account holder | $1,186 | $4,309-72.5% | $7,679-84.6% | $6,940-82.9% |