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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 | $41,574 | $90,486-54.1% | $78,676-47.2% | $273,972-84.8% |
| Participation rate | 20.8% | 76.5%-55.7pp | 73.6%-52.7pp | 83.0%-62.2pp |
| Annual return | 9.06% | 75.62%-66.6pp | 62.19%-53.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $208 | $3,175-93.4% | $2,850-92.7% | $4,869-95.7% |
| Participant deferral / active EE | $467 | $3,901-88.0% | $3,517-86.7% | $5,287-91.2% |
| Admin fee / account holder | $1,680 | $5,263-68.1% | $4,510-62.8% | $10,133-83.4% |