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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 | $23,303 | $65,367-64.4% | $92,915-74.9% | $72,976-68.1% |
| Participation rate | 35.4% | 68.3%-32.9pp | 76.0%-40.6pp | 69.5%-34.1pp |
| Annual return | 22.43% | 42.11%-19.7pp | 109.45%-87.0pp | 81.02%-58.6pp |
| Employer contribution / active EE | $5,366 | $2,594+106.9% | $3,653+46.9% | $2,440+119.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,950 | $4,251-54.1% | $5,796-66.4% | $5,124-61.9% |