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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 | $44,600 | $61,815-27.9% | $97,295-54.2% | $80,959-44.9% |
| Participation rate | 24.0% | 63.5%-39.5pp | 72.7%-48.7pp | 67.7%-43.7pp |
| Annual return | 14.32% | -558.73%+573.1pp | 75.62%-61.3pp | 35.67%-21.3pp |
| Employer contribution / active EE | $465 | $1,836-74.7% | $2,723-82.9% | $2,757-83.1% |
| Participant deferral / active EE | $628 | $3,027-79.3% | $4,264-85.3% | $4,300-85.4% |
| Admin fee / account holder | $603 | $5,166-88.3% | $5,646-89.3% | $6,925-91.3% |