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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 | $28,327 | $157,276-82.0% | $141,177-79.9% | $152,885-81.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.31% | 64.33%-46.0pp | 71.40%-53.1pp | 345.39%-327.1pp |
| Employer contribution / active EE | $2,639 | $5,262-49.8% | $4,736-44.3% | $4,763-44.6% |
| Participant deferral / active EE | $270 | $7,110-96.2% | $6,710-96.0% | $5,851-95.4% |
| Admin fee / account holder | $2,079 | $12,123-82.9% | $10,263-79.7% | $11,598-82.1% |