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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 | $129,737-79.6% | $119,126-77.8% | $154,746-82.9% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 12.78% | 379.08%-366.3pp | 282.11%-269.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,152 | $4,375-73.7% | $4,034-71.4% | $4,379-73.7% |
| Participant deferral / active EE | $928 | $5,842-84.1% | $5,318-82.6% | $6,730-86.2% |
| Admin fee / account holder | $6,208 | $11,961-48.1% | $10,693-41.9% | $14,365-56.8% |