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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 | $21,057 | $91,179-76.9% | $178,499-88.2% | $79,852-73.6% |
| Participation rate | 60.4% | 69.2%-8.8pp | 81.9%-21.5pp | 69.6%-9.2pp |
| Annual return | 20.49% | 24.19%-3.7pp | 151.10%-130.6pp | 31.72%-11.2pp |
| Employer contribution / active EE | $1,849 | $3,256-43.2% | $5,011-63.1% | $2,471-25.2% |
| Participant deferral / active EE | $251 | $3,236-92.2% | $5,202-95.2% | $3,740-93.3% |
| Admin fee / account holder | $2,270 | $6,749-66.4% | $13,986-83.8% | $5,306-57.2% |