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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 | $70,157 | $98,776-29.0% | $149,745-53.1% | $79,856-12.1% |
| Participation rate | 45.1% | 75.8%-30.7pp | 82.5%-37.4pp | 69.6%-24.5pp |
| Annual return | 16.28% | 27.38%-11.1pp | 276.72%-260.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $783 | $3,217-75.7% | $4,646-83.1% | $2,471-68.3% |
| Participant deferral / active EE | $1,861 | $5,681-67.2% | $6,843-72.8% | $3,741-50.2% |
| Admin fee / account holder | $3,200 | $6,053-47.1% | $9,312-65.6% | $5,306-39.7% |