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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 | $21,585 | $68,398-68.4% | $94,664-77.2% | $75,173-71.3% |
| Participation rate | 27.3% | 76.1%-48.8pp | 80.8%-53.6pp | 67.2%-39.9pp |
| Annual return | 17.31% | 616.72%-599.4pp | 156.84%-139.5pp | 160.72%-143.4pp |
| Employer contribution / active EE | $630 | $2,701-76.7% | $3,673-82.8% | $2,671-76.4% |
| Participant deferral / active EE | $2,440 | $6,537-62.7% | $7,417-67.1% | $4,126-40.9% |
| Admin fee / account holder | $444 | $5,324-91.7% | $7,222-93.9% | $5,651-92.1% |