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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 | $17,502 | $57,350-69.5% | $83,850-79.1% | $64,181-72.7% |
| Participation rate | 28.3% | 68.6%-40.3pp | 76.1%-47.9pp | 69.6%-41.3pp |
| Annual return | 20.29% | 11.38%+8.9pp | 850.92%-830.6pp | 7.63%+12.7pp |
| Employer contribution / active EE | $660 | $2,545-74.1% | $3,631-81.8% | $2,381-72.3% |
| Participant deferral / active EE | $1,077 | $2,993-64.0% | $4,082-73.6% | $3,470-69.0% |
| Admin fee / account holder | $312 | $4,046-92.3% | $5,478-94.3% | $4,887-93.6% |