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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 | $24,724 | $129,737-80.9% | $119,126-79.2% | $154,746-84.0% |
| Participation rate | 46.2% | 78.9%-32.7pp | 75.8%-29.6pp | 80.7%-34.5pp |
| Annual return | 14.30% | 379.08%-364.8pp | 282.11%-267.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,322 | $4,375-69.8% | $4,034-67.2% | $4,379-69.8% |
| Participant deferral / active EE | $1,707 | $5,842-70.8% | $5,318-67.9% | $6,730-74.6% |
| Admin fee / account holder | $799 | $11,961-93.3% | $10,693-92.5% | $14,365-94.4% |