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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 | $45,670 | $99,875-54.3% | $146,866-68.9% | $86,983-47.5% |
| Participation rate | 32.1% | 75.8%-43.7pp | 82.5%-50.4pp | 69.5%-37.4pp |
| Annual return | 14.25% | 28.10%-13.9pp | 102.85%-88.6pp | 25.83%-11.6pp |
| Employer contribution / active EE | $524 | $3,224-83.8% | $4,425-88.2% | $2,584-79.7% |
| Participant deferral / active EE | $2,223 | $6,322-64.8% | $7,759-71.3% | $4,194-47.0% |
| Admin fee / account holder | $1,273 | $7,838-83.8% | $13,620-90.7% | $7,856-83.8% |