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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 | $21,165 | $58,292-63.7% | $86,640-75.6% | $71,511-70.4% |
| Participation rate | 42.6% | 65.0%-22.4pp | 71.7%-29.1pp | 67.9%-25.4pp |
| Annual return | 33.00% | 21.63%+11.4pp | 592.52%-559.5pp | 28.86%+4.1pp |
| Employer contribution / active EE | $727 | $2,574-71.7% | $3,024-76.0% | $2,589-71.9% |
| Participant deferral / active EE | $497 | $3,438-85.6% | $4,438-88.8% | $4,291-88.4% |
| Admin fee / account holder | $1,422 | $1,057+34.5% | $5,616-74.7% | $1,588-10.5% |