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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 | $24,894 | $104,709-76.2% | $85,705-71.0% | $167,553-85.1% |
| Participation rate | 61.5% | 76.4%-14.8pp | 69.9%-8.3pp | 82.1%-20.6pp |
| Annual return | 16.57% | 21.45%-4.9pp | 21.49%-4.9pp | 478.89%-462.3pp |
| Employer contribution / active EE | $1,054 | $3,338-68.4% | $2,619-59.8% | $4,840-78.2% |
| Participant deferral / active EE | $434 | $4,827-91.0% | $3,924-88.9% | $6,343-93.2% |
| Admin fee / account holder | $2,639 | $10,036-73.7% | $6,877-61.6% | $12,316-78.6% |