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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 | $31,844 | $98,760-67.8% | $149,715-78.7% | $79,858-60.1% |
| Participation rate | 58.7% | 75.8%-17.1pp | 82.5%-23.8pp | 69.6%-10.9pp |
| Annual return | 22.69% | 27.43%-4.7pp | 276.66%-254.0pp | 31.72%-9.0pp |
| Employer contribution / active EE | $1,392 | $3,217-56.7% | $4,645-70.0% | $2,471-43.7% |
| Participant deferral / active EE | $1,983 | $5,681-65.1% | $6,842-71.0% | $3,740-47.0% |
| Admin fee / account holder | $1,335 | $6,053-77.9% | $9,310-85.7% | $5,306-74.8% |