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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 | $27,825 | $103,387-73.1% | $87,102-68.1% | $152,885-81.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 22.36% | 28.10%-5.7pp | 28.19%-5.8pp | 345.39%-323.0pp |
| Employer contribution / active EE | $924 | $3,221-71.3% | $2,521-63.4% | $4,763-80.6% |
| Participant deferral / active EE | $1,258 | $4,778-73.7% | $4,048-68.9% | $5,851-78.5% |
| Admin fee / account holder | $3,207 | $12,193-73.7% | $7,491-57.2% | $11,598-72.4% |