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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 | $20,440 | $85,171-76.0% | $172,752-88.2% | $72,975-72.0% |
| Participation rate | 28.6% | 70.1%-41.5pp | 82.6%-54.1pp | 69.5%-40.9pp |
| Annual return | 17.54% | 27.32%-9.8pp | 802.97%-785.4pp | 81.01%-63.5pp |
| Employer contribution / active EE | $495 | $3,324-85.1% | $5,144-90.4% | $2,440-79.7% |
| Participant deferral / active EE | $497 | $3,260-84.8% | $5,198-90.4% | $3,608-86.2% |
| Admin fee / account holder | $1,252 | $5,880-78.7% | $13,955-91.0% | $5,124-75.6% |