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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 | $28,798 | $58,726-51.0% | $142,898-79.8% | $85,847-66.5% |
| Participation rate | 32.3% | 58.5%-26.2pp | 72.0%-39.7pp | 69.3%-37.1pp |
| Annual return | 14.87% | 27.73%-12.9pp | 5639.64%-5624.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $285 | $1,424-80.0% | $4,146-93.1% | $2,565-88.9% |
| Participant deferral / active EE | $922 | $2,609-64.6% | $3,838-76.0% | $3,952-76.7% |
| Admin fee / account holder | $2,601 | $4,234-38.6% | $6,560-60.3% | $6,261-58.4% |