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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 | $20,669 | $59,006-65.0% | $97,295-78.8% | $74,478-72.2% |
| Participation rate | 30.7% | 63.7%-33.0pp | 72.7%-41.9pp | 67.2%-36.5pp |
| Annual return | 14.78% | 16.04%-1.3pp | 75.62%-60.8pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $443 | $1,894-76.6% | $2,723-83.7% | $2,626-83.1% |
| Participant deferral / active EE | $1,286 | $3,671-65.0% | $4,264-69.8% | $4,350-70.4% |
| Admin fee / account holder | $1,126 | $1,974-42.9% | $5,646-80.1% | $1,946-42.1% |