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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 | $24,633 | $88,672-72.2% | $105,223-76.6% | $82,448-70.1% |
| Participation rate | 25.9% | 67.9%-42.0pp | 75.0%-49.1pp | 68.1%-42.1pp |
| Annual return | 20.42% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,134 | $3,048-62.8% | $3,689-69.2% | $2,551-55.5% |
| Participant deferral / active EE | $1,134 | $4,036-71.9% | $5,072-77.6% | $4,139-72.6% |
| Admin fee / account holder | $4,007 | $7,146-43.9% | $8,859-54.8% | $7,234-44.6% |