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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 | $30,024 | $85,766-65.0% | $136,298-78.0% | $70,126-57.2% |
| Participation rate | 36.1% | 74.2%-38.0pp | 81.9%-45.8pp | 69.5%-33.4pp |
| Annual return | 14.59% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $858 | $2,966-71.1% | $4,696-81.7% | $2,343-63.4% |
| Participant deferral / active EE | $1,225 | $5,051-75.7% | $6,247-80.4% | $3,332-63.2% |
| Admin fee / account holder | $1,378 | $5,421-74.6% | $9,244-85.1% | $4,645-70.3% |