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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 | $33,032 | $85,766-61.5% | $136,298-75.8% | $70,126-52.9% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 15.63% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $634 | $2,966-78.6% | $4,696-86.5% | $2,343-72.9% |
| Participant deferral / active EE | $1,643 | $5,051-67.5% | $6,247-73.7% | $3,332-50.7% |
| Admin fee / account holder | $1,188 | $5,421-78.1% | $9,244-87.2% | $4,645-74.4% |