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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 | $25,093 | $105,198-76.1% | $159,455-84.3% | $85,856-70.8% |
| Participation rate | 54.3% | 75.8%-21.5pp | 82.8%-28.5pp | 69.3%-15.0pp |
| Annual return | 15.15% | 45.08%-29.9pp | 263.63%-248.5pp | 318.58%-303.4pp |
| Employer contribution / active EE | $907 | $3,319-72.7% | $4,830-81.2% | $2,565-64.6% |
| Participant deferral / active EE | $1,105 | $5,946-81.4% | $7,353-85.0% | $3,952-72.0% |
| Admin fee / account holder | $1,525 | $6,934-78.0% | $10,800-85.9% | $6,261-75.6% |