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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 | $36,933 | $86,298-57.2% | $111,308-66.8% | $85,847-57.0% |
| Participation rate | 24.5% | 73.3%-48.8pp | 77.3%-52.8pp | 69.3%-44.8pp |
| Annual return | 14.54% | 19.99%-5.4pp | 54.67%-40.1pp | 318.61%-304.1pp |
| Employer contribution / active EE | $776 | $2,044-62.0% | $2,732-71.6% | $2,565-69.8% |
| Participant deferral / active EE | $1,298 | $3,641-64.3% | $4,487-71.1% | $3,952-67.2% |
| Admin fee / account holder | $399 | $8,189-95.1% | $7,965-95.0% | $6,261-93.6% |