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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 | $25,263 | $77,901-67.6% | $149,717-83.1% | $75,181-66.4% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.9pp | 67.2%-41.3pp |
| Annual return | 14.61% | 31.73%-17.1pp | 134.41%-119.8pp | 160.69%-146.1pp |
| Employer contribution / active EE | $459 | $3,137-85.4% | $4,820-90.5% | $2,671-82.8% |
| Participant deferral / active EE | $646 | $3,411-81.1% | $5,682-88.6% | $4,126-84.3% |
| Admin fee / account holder | $1,683 | $5,949-71.7% | $13,213-87.3% | $5,650-70.2% |