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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 | $57,599 | $101,063-43.0% | $81,473-29.3% | $147,586-61.0% |
| Participation rate | 55.0% | 74.5%-19.5pp | 68.0%-13.0pp | 82.8%-27.8pp |
| Annual return | 15.53% | 32.41%-16.9pp | 38.78%-23.3pp | 578.59%-563.1pp |
| Employer contribution / active EE | $308 | $3,206-90.4% | $2,568-88.0% | $4,876-93.7% |
| Participant deferral / active EE | $373 | $4,242-91.2% | $3,537-89.5% | $5,439-93.1% |
| Admin fee / account holder | $797 | $5,812-86.3% | $4,561-82.5% | $10,886-92.7% |