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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 | $21,253 | $79,449-73.2% | $189,575-88.8% | $85,847-75.2% |
| Participation rate | 27.5% | 66.0%-38.5pp | 78.4%-50.9pp | 69.3%-41.8pp |
| Annual return | 16.88% | 18.45%-1.6pp | 64.19%-47.3pp | 318.61%-301.7pp |
| Employer contribution / active EE | $891 | $2,081-57.2% | $4,412-79.8% | $2,565-65.3% |
| Participant deferral / active EE | $740 | $4,051-81.7% | $6,174-88.0% | $3,952-81.3% |
| Admin fee / account holder | $6,282 | $5,377+16.8% | $9,806-35.9% | $6,261+0.3% |