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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 | $21,056 | $107,733-80.5% | $92,985-77.4% | $154,746-86.4% |
| Participation rate | 58.8% | 74.6%-15.7pp | 69.5%-10.7pp | 80.7%-21.9pp |
| Annual return | 80.50% | 30.39%+50.1pp | 27.99%+52.5pp | 172.34%-91.8pp |
| Employer contribution / active EE | $904 | $3,126-71.1% | $2,662-66.0% | $4,379-79.3% |
| Participant deferral / active EE | $1,029 | $5,053-79.6% | $4,377-76.5% | $6,730-84.7% |
| Admin fee / account holder | $5,704 | $11,369-49.8% | $9,463-39.7% | $14,365-60.3% |