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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 | $24,893 | $89,367-72.1% | $141,191-82.4% | $72,975-65.9% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 24.46% | 111.87%-87.4pp | 71.41%-46.9pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,128 | $3,115-63.8% | $4,736-76.2% | $2,440-53.8% |
| Participant deferral / active EE | $2,282 | $5,419-57.9% | $6,710-66.0% | $3,608-36.8% |
| Admin fee / account holder | $2,048 | $5,957-65.6% | $10,264-80.1% | $5,124-60.0% |