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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 | $38,095 | $58,828-35.2% | $78,002-51.2% | $62,881-39.4% |
| Participation rate | 39.7% | 71.1%-31.3pp | 75.5%-35.8pp | 69.3%-29.6pp |
| Annual return | 8.55% | 17.16%-8.6pp | 425.99%-417.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $499 | $1,672-70.2% | $2,470-79.8% | $2,281-78.1% |
| Participant deferral / active EE | $1,062 | $2,686-60.4% | $3,497-69.6% | $3,203-66.8% |
| Admin fee / account holder | $462 | $4,393-89.5% | $5,481-91.6% | $4,296-89.2% |