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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 | $23,664 | $165,399-85.7% | $149,745-84.2% | $158,982-85.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.72% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,155 | $5,105-77.4% | $4,646-75.1% | $4,763-75.8% |
| Participant deferral / active EE | $2,136 | $7,183-70.3% | $6,843-68.8% | $5,983-64.3% |
| Admin fee / account holder | $945 | $10,811-91.3% | $9,312-89.9% | $11,252-91.6% |