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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 | $22,218 | $100,279-77.8% | $81,353-72.7% | $145,884-84.8% |
| Participation rate | 33.3% | 74.3%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 11.39% | 34.49%-23.1pp | 24.82%-13.4pp | 551.85%-540.5pp |
| Employer contribution / active EE | $627 | $2,979-79.0% | $2,464-74.6% | $4,662-86.6% |
| Participant deferral / active EE | $703 | $4,611-84.8% | $3,885-81.9% | $6,690-89.5% |
| Admin fee / account holder | $2,749 | $8,206-66.5% | $5,766-52.3% | $13,392-79.5% |