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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 | $95,864 | $110,410-13.2% | $102,437-6.4% | $145,897-34.3% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 10.06% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,495 | $4,217-64.6% | $3,871-61.4% | $4,663-67.9% |
| Participant deferral / active EE | $21 | $5,622-99.6% | $5,060-99.6% | $6,689-99.7% |
| Admin fee / account holder | $337 | $9,745-96.5% | $8,388-96.0% | $13,390-97.5% |