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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 | $24,201 | $45,119-46.4% | $85,126-71.6% | $74,429-67.5% |
| Participation rate | 13.4% | 49.4%-36.0pp | 67.5%-54.2pp | 67.2%-53.8pp |
| Annual return | 13.58% | 26.28%-12.7pp | 66.63%-53.1pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $320 | $1,460-78.1% | $2,731-88.3% | $2,625-87.8% |
| Participant deferral / active EE | $520 | $2,738-81.0% | $4,523-88.5% | $4,348-88.0% |
| Admin fee / account holder | $2,417 | $2,214+9.2% | $6,160-60.8% | $1,944+24.3% |