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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 | $23,879 | $78,682-69.7% | $109,188-78.1% | $85,851-72.2% |
| Participation rate | 27.6% | 68.3%-40.7pp | 75.9%-48.3pp | 69.3%-41.7pp |
| Annual return | 63.96% | 25.09%+38.9pp | 25.76%+38.2pp | 318.63%-254.7pp |
| Employer contribution / active EE | $797 | $2,734-70.9% | $3,723-78.6% | $2,565-68.9% |
| Participant deferral / active EE | $1,289 | $3,468-62.8% | $4,654-72.3% | $3,952-67.4% |
| Admin fee / account holder | $3,440 | $5,470-37.1% | $6,755-49.1% | $6,261-45.1% |