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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 | $44,262 | $24,891+77.8% | $69,623-36.4% | $74,459-40.6% |
| Participation rate | 14.7% | 63.4%-48.7pp | 66.4%-51.7pp | 67.2%-52.5pp |
| Annual return | 15.36% | 18.53%-3.2pp | 101.23%-85.9pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $404 | $1,005-59.8% | $1,709-76.4% | $2,626-84.6% |
| Participant deferral / active EE | $720 | $1,908-62.3% | $2,890-75.1% | $4,350-83.4% |
| Admin fee / account holder | $742 | $1,904-61.0% | $4,696-84.2% | $1,945-61.9% |