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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 | $20,800 | $211,288-90.2% | $178,540-88.4% | $145,884-85.7% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 13.76% | 30.27%-16.5pp | 27.15%-13.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,663 | $4,574-41.8% | $3,953-32.6% | $4,662-42.9% |
| Participant deferral / active EE | $559 | $6,967-92.0% | $6,281-91.1% | $6,690-91.6% |
| Admin fee / account holder | $1,124 | $12,105-90.7% | $10,424-89.2% | $13,392-91.6% |