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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 | $34,074 | $51,638-34.0% | $129,406-73.7% | $80,959-57.9% |
| Participation rate | 22.0% | 56.9%-34.9pp | 69.6%-47.6pp | 67.7%-45.7pp |
| Annual return | 11.61% | 20.78%-9.2pp | 9468.18%-9456.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $530 | $1,584-66.5% | $4,155-87.2% | $2,757-80.8% |
| Participant deferral / active EE | $599 | $2,670-77.6% | $4,167-85.6% | $4,300-86.1% |
| Admin fee / account holder | $7,676 | $4,313+78.0% | $7,689-0.2% | $6,925+10.8% |