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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 | $45,322 | $81,208-44.2% | $98,920-54.2% | $79,852-43.2% |
| Participation rate | 56.6% | 72.5%-15.9pp | 76.0%-19.4pp | 69.6%-13.0pp |
| Annual return | 12.11% | 60.99%-48.9pp | 196.47%-184.4pp | 31.72%-19.6pp |
| Employer contribution / active EE | $417 | $1,960-78.7% | $2,689-84.5% | $2,471-83.1% |
| Participant deferral / active EE | $1,252 | $3,265-61.7% | $4,245-70.5% | $3,740-66.5% |
| Admin fee / account holder | $2,001 | $6,013-66.7% | $6,643-69.9% | $5,306-62.3% |