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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 | $23,463 | $89,364-73.7% | $141,177-83.4% | $72,983-67.9% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 20.57% | 111.86%-91.3pp | 71.40%-50.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $700 | $3,115-77.5% | $4,736-85.2% | $2,440-71.3% |
| Participant deferral / active EE | $1,918 | $5,419-64.6% | $6,710-71.4% | $3,608-46.8% |
| Admin fee / account holder | $1,864 | $5,959-68.7% | $10,263-81.8% | $5,124-63.6% |