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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 | $27,005 | $99,053-72.7% | $88,179-69.4% | $138,895-80.6% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.1%-40.6pp | 79.9%-51.3pp |
| Annual return | 21.92% | 78.17%-56.2pp | 64.97%-43.0pp | 145.39%-123.5pp |
| Employer contribution / active EE | $443 | $2,882-84.6% | $2,549-82.6% | $4,194-89.4% |
| Participant deferral / active EE | $886 | $5,225-83.0% | $4,614-80.8% | $6,396-86.2% |
| Admin fee / account holder | $595 | $8,748-93.2% | $7,673-92.3% | $12,562-95.3% |