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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 | $32,501 | $60,504-46.3% | $81,882-60.3% | $74,478-56.4% |
| Participation rate | 21.0% | 62.9%-42.0pp | 72.4%-51.4pp | 67.2%-46.3pp |
| Annual return | 12.96% | 16.91%-4.0pp | 779.47%-766.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $399 | $2,627-84.8% | $2,916-86.3% | $2,626-84.8% |
| Participant deferral / active EE | $761 | $3,400-77.6% | $4,323-82.4% | $4,350-82.5% |
| Admin fee / account holder | $459 | $1,492-69.2% | $7,360-93.8% | $1,946-76.4% |