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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 | $57,139 | $129,737-56.0% | $119,126-52.0% | $154,746-63.1% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 17.74% | 379.08%-361.3pp | 282.11%-264.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,492 | $4,375-65.9% | $4,034-63.0% | $4,379-65.9% |
| Participant deferral / active EE | $1,573 | $5,842-73.1% | $5,318-70.4% | $6,730-76.6% |
| Admin fee / account holder | $1,200 | $11,961-90.0% | $10,693-88.8% | $14,365-91.6% |