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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 | $28,620 | $106,280-73.1% | $96,538-70.4% | $139,487-79.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 21.06% | 38.48%-17.4pp | 35.74%-14.7pp | 373.84%-352.8pp |
| Employer contribution / active EE | $15,571 | $4,107+279.1% | $3,740+316.3% | $4,755+227.5% |
| Participant deferral / active EE | $534 | $5,457-90.2% | $4,880-89.1% | $6,713-92.0% |
| Admin fee / account holder | $1,544 | $7,888-80.4% | $6,737-77.1% | $11,407-86.5% |