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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 | $52,514 | $94,436-44.4% | $115,599-54.6% | $82,637-36.5% |
| Participation rate | 41.2% | 70.4%-29.3pp | 74.3%-33.1pp | 68.1%-26.9pp |
| Annual return | 40.77% | 18.37%+22.4pp | 111.10%-70.3pp | 53.51%-12.7pp |
| Employer contribution / active EE | $984 | $2,324-57.6% | $2,955-66.7% | $2,552-61.4% |
| Participant deferral / active EE | $1,340 | $3,955-66.1% | $4,889-72.6% | $4,126-67.5% |
| Admin fee / account holder | $769 | $10,328-92.6% | $12,841-94.0% | $7,339-89.5% |