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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 | $21,976 | $77,358-71.6% | $102,184-78.5% | $87,485-74.9% |
| Participation rate | 44.8% | 78.7%-33.9pp | 82.6%-37.8pp | 68.9%-24.1pp |
| Annual return | 51.57% | 41.11%+10.5pp | 31.58%+20.0pp | 26.06%+25.5pp |
| Employer contribution / active EE | $31 | $2,562-98.8% | $3,594-99.1% | $2,596-98.8% |
| Participant deferral / active EE | $2,418 | $6,753-64.2% | $8,309-70.9% | $4,274-43.4% |
| Admin fee / account holder | $6,162 | $6,809-9.5% | $11,609-46.9% | $7,775-20.7% |