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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 | $26,497 | $111,535-76.2% | $105,223-74.8% | $137,256-80.7% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 12.78% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,152 | $3,939-70.8% | $3,689-68.8% | $4,156-72.3% |
| Participant deferral / active EE | $928 | $5,500-83.1% | $5,072-81.7% | $6,407-85.5% |
| Admin fee / account holder | $6,208 | $9,721-36.1% | $8,859-29.9% | $12,270-49.4% |