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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 | $41,989 | $98,776-57.5% | $149,745-72.0% | $79,856-47.4% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 15.19% | 27.38%-12.2pp | 276.72%-261.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,189 | $3,217-63.0% | $4,646-74.4% | $2,471-51.9% |
| Participant deferral / active EE | $1,602 | $5,681-71.8% | $6,843-76.6% | $3,741-57.2% |
| Admin fee / account holder | $2,390 | $6,053-60.5% | $9,312-74.3% | $5,306-55.0% |