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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 | $22,781 | $211,224-89.2% | $178,505-87.2% | $145,897-84.4% |
| Participation rate | 34.8% | 80.8%-46.0pp | 77.1%-42.3pp | 80.3%-45.5pp |
| Annual return | 12.25% | 30.28%-18.0pp | 27.16%-14.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $774 | $4,577-83.1% | $3,955-80.4% | $4,663-83.4% |
| Participant deferral / active EE | $673 | $6,966-90.3% | $6,280-89.3% | $6,689-89.9% |
| Admin fee / account holder | $566 | $12,109-95.3% | $10,428-94.6% | $13,390-95.8% |