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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 | $28,915 | $45,119-35.9% | $85,126-66.0% | $74,429-61.2% |
| Participation rate | 19.3% | 49.4%-30.0pp | 67.5%-48.2pp | 67.2%-47.9pp |
| Annual return | 17.43% | 26.28%-8.8pp | 66.63%-49.2pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $325 | $1,460-77.7% | $2,731-88.1% | $2,625-87.6% |
| Participant deferral / active EE | $566 | $2,738-79.3% | $4,523-87.5% | $4,348-87.0% |
| Admin fee / account holder | $1,988 | $2,214-10.2% | $6,160-67.7% | $1,944+2.2% |