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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 | $57,953 | $211,288-72.6% | $178,540-67.5% | $145,884-60.3% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 24.47% | 30.27%-5.8pp | 27.15%-2.7pp | 551.85%-527.4pp |
| Employer contribution / active EE | $895 | $4,574-80.4% | $3,953-77.4% | $4,662-80.8% |
| Participant deferral / active EE | $1,074 | $6,967-84.6% | $6,281-82.9% | $6,690-83.9% |
| Admin fee / account holder | $678 | $12,105-94.4% | $10,424-93.5% | $13,392-94.9% |