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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 | $25,874 | $95,406-72.9% | $185,849-86.1% | $85,847-69.9% |
| Participation rate | 27.0% | 68.8%-41.7pp | 81.7%-54.7pp | 69.3%-42.3pp |
| Annual return | 19.50% | 23.59%-4.1pp | 122.10%-102.6pp | 318.61%-299.1pp |
| Employer contribution / active EE | $428 | $3,314-87.1% | $5,169-91.7% | $2,565-83.3% |
| Participant deferral / active EE | $588 | $3,424-82.8% | $5,569-89.4% | $3,952-85.1% |
| Admin fee / account holder | $2,205 | $7,214-69.4% | $16,244-86.4% | $6,261-64.8% |