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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 | $46,992 | $87,132-46.1% | $105,624-55.5% | $80,959-42.0% |
| Participation rate | 43.3% | 70.4%-27.1pp | 75.3%-31.9pp | 67.7%-24.3pp |
| Annual return | 14.71% | 17.03%-2.3pp | 116.20%-101.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,110 | $2,397-53.7% | $3,168-64.9% | $2,757-59.7% |
| Participant deferral / active EE | $1,674 | $3,985-58.0% | $5,013-66.6% | $4,300-61.1% |
| Admin fee / account holder | $2,020 | $8,449-76.1% | $10,961-81.6% | $6,925-70.8% |