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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 | $24,776 | $88,672-72.1% | $105,223-76.5% | $82,448-69.9% |
| Participation rate | 28.2% | 67.9%-39.7pp | 75.0%-46.8pp | 68.1%-39.9pp |
| Annual return | 20.90% | 30.86%-10.0pp | 180.65%-159.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $823 | $3,048-73.0% | $3,689-77.7% | $2,551-67.7% |
| Participant deferral / active EE | $1,325 | $4,036-67.2% | $5,072-73.9% | $4,139-68.0% |
| Admin fee / account holder | $2,021 | $7,146-71.7% | $8,859-77.2% | $7,234-72.1% |