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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 | $30,791 | $78,428-60.7% | $95,960-67.9% | $79,852-61.4% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 19.93% | 19.37%+0.6pp | 91.63%-71.7pp | 31.72%-11.8pp |
| Employer contribution / active EE | $520 | $1,945-73.3% | $2,541-79.5% | $2,471-79.0% |
| Participant deferral / active EE | $1,094 | $3,440-68.2% | $4,167-73.7% | $3,740-70.7% |
| Admin fee / account holder | $460 | $5,622-91.8% | $6,797-93.2% | $5,306-91.3% |