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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 | $91,834 | $124,330-26.1% | $109,173-15.9% | $167,536-45.2% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 13.17% | 26.04%-12.9pp | 25.75%-12.6pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,433 | $4,209-66.0% | $3,723-61.5% | $4,839-70.4% |
| Participant deferral / active EE | $1,450 | $5,256-72.4% | $4,654-68.8% | $6,342-77.1% |
| Admin fee / account holder | $629 | $7,974-92.1% | $6,755-90.7% | $12,315-94.9% |