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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 | $29,223 | $85,766-65.9% | $136,298-78.6% | $70,126-58.3% |
| Participation rate | 44.6% | 74.2%-29.6pp | 81.9%-37.3pp | 69.5%-24.9pp |
| Annual return | 22.50% | 31.46%-9.0pp | 5156.27%-5133.8pp | 73.15%-50.6pp |
| Employer contribution / active EE | $698 | $2,966-76.5% | $4,696-85.1% | $2,343-70.2% |
| Participant deferral / active EE | $1,524 | $5,051-69.8% | $6,247-75.6% | $3,332-54.3% |
| Admin fee / account holder | $676 | $5,421-87.5% | $9,244-92.7% | $4,645-85.5% |