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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 | $18,470 | $105,160-82.4% | $94,679-80.5% | $139,456-86.8% |
| Participation rate | 53.3% | 82.4%-29.0pp | 80.8%-27.5pp | 80.3%-27.0pp |
| Annual return | 19.34% | 38.04%-18.7pp | 156.75%-137.4pp | 373.45%-354.1pp |
| Employer contribution / active EE | $952 | $4,107-76.8% | $3,673-74.1% | $4,753-80.0% |
| Participant deferral / active EE | $1,587 | $7,599-79.1% | $7,417-78.6% | $6,711-76.4% |
| Admin fee / account holder | $2,708 | $8,988-69.9% | $7,233-62.6% | $11,407-76.3% |