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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 | $22,824 | $165,399-86.2% | $149,745-84.8% | $158,982-85.6% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 16.44% | 348.34%-331.9pp | 276.72%-260.3pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,198 | $5,105-76.5% | $4,646-74.2% | $4,763-74.8% |
| Participant deferral / active EE | $1,456 | $7,183-79.7% | $6,843-78.7% | $5,983-75.7% |
| Admin fee / account holder | $393 | $10,811-96.4% | $9,312-95.8% | $11,252-96.5% |