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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 | $28,928 | $81,276-64.4% | $155,574-81.4% | $80,925-64.3% |
| Participation rate | 21.4% | 66.2%-44.8pp | 78.2%-56.8pp | 67.7%-46.2pp |
| Annual return | 30.29% | 33.36%-3.1pp | 64.87%-34.6pp | 35.65%-5.4pp |
| Employer contribution / active EE | $382 | $3,103-87.7% | $4,676-91.8% | $2,756-86.1% |
| Participant deferral / active EE | $818 | $3,453-76.3% | $5,629-85.5% | $4,299-81.0% |
| Admin fee / account holder | $718 | $7,993-91.0% | $15,914-95.5% | $6,940-89.7% |