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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 | $26,515 | $49,177-46.1% | $79,467-66.6% | $64,173-58.7% |
| Participation rate | 62.5% | 65.0%-2.5pp | 73.3%-10.8pp | 69.6%-7.1pp |
| Annual return | 9.09% | -1.16%+10.2pp | 718.30%-709.2pp | 7.63%+1.5pp |
| Employer contribution / active EE | $719 | $2,076-65.4% | $2,800-74.3% | $2,381-69.8% |
| Participant deferral / active EE | $706 | $2,821-75.0% | $3,704-80.9% | $3,470-79.7% |
| Admin fee / account holder | $325 | $3,839-91.5% | $5,104-93.6% | $4,887-93.4% |