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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 | $30,087 | $70,428-57.3% | $96,565-68.8% | $85,854-65.0% |
| Participation rate | 28.9% | 61.8%-32.9pp | 69.8%-40.9pp | 69.3%-40.4pp |
| Annual return | 11.94% | 18.59%-6.7pp | 37.78%-25.8pp | 318.56%-306.6pp |
| Employer contribution / active EE | $304 | $1,413-78.5% | $2,356-87.1% | $2,565-88.1% |
| Participant deferral / active EE | $744 | $2,894-74.3% | $3,848-80.7% | $3,952-81.2% |
| Admin fee / account holder | $3,186 | $4,997-36.2% | $6,181-48.5% | $6,260-49.1% |