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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 | $30,256 | $85,766-64.7% | $136,298-77.8% | $70,126-56.9% |
| Participation rate | 55.4% | 74.2%-18.7pp | 81.9%-26.5pp | 69.5%-14.1pp |
| Annual return | 26.40% | 31.46%-5.1pp | 5156.27%-5129.9pp | 73.15%-46.7pp |
| Employer contribution / active EE | $922 | $2,966-68.9% | $4,696-80.4% | $2,343-60.7% |
| Participant deferral / active EE | $1,876 | $5,051-62.9% | $6,247-70.0% | $3,332-43.7% |
| Admin fee / account holder | $777 | $5,421-85.7% | $9,244-91.6% | $4,645-83.3% |