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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 | $55,153 | $116,203-52.5% | $93,621-41.1% | $152,897-63.9% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.8%-22.9pp | 82.5%-29.5pp |
| Annual return | 20.08% | 35.96%-15.9pp | 32.76%-12.7pp | 345.43%-325.3pp |
| Employer contribution / active EE | $588 | $3,219-81.7% | $2,719-78.4% | $4,764-87.7% |
| Participant deferral / active EE | $636 | $4,605-86.2% | $4,070-84.4% | $5,851-89.1% |
| Admin fee / account holder | $780 | $10,751-92.7% | $7,890-90.1% | $11,599-93.3% |