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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 | $56,162 | $73,107-23.2% | $114,563-51.0% | $87,485-35.8% |
| Participation rate | 24.0% | 65.8%-41.8pp | 72.9%-48.9pp | 68.9%-44.9pp |
| Annual return | 17.23% | 19.47%-2.2pp | 241.09%-223.9pp | 26.06%-8.8pp |
| Employer contribution / active EE | $471 | $1,881-74.9% | $2,592-81.8% | $2,596-81.8% |
| Participant deferral / active EE | $615 | $3,144-80.4% | $4,142-85.2% | $4,274-85.6% |
| Admin fee / account holder | $697 | $5,770-87.9% | $7,623-90.9% | $7,775-91.0% |