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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 | $43,628 | $127,790-65.9% | $106,555-59.1% | $167,536-74.0% |
| Participation rate | 45.5% | 78.3%-32.8pp | 76.1%-30.7pp | 82.1%-36.7pp |
| Annual return | 12.90% | 33.88%-21.0pp | 26.80%-13.9pp | 478.82%-465.9pp |
| Employer contribution / active EE | $712 | $3,428-79.2% | $2,819-74.7% | $4,839-85.3% |
| Participant deferral / active EE | $949 | $5,088-81.3% | $4,399-78.4% | $6,342-85.0% |
| Admin fee / account holder | $3,837 | $11,229-65.8% | $7,408-48.2% | $12,315-68.8% |