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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 | $39,440 | $157,829-75.0% | $136,867-71.2% | $198,609-80.1% |
| Participation rate | 33.3% | 77.2%-43.8pp | 74.5%-41.2pp | 82.4%-49.0pp |
| Annual return | 12.44% | 51.25%-38.8pp | 42.97%-30.5pp | 202.70%-190.3pp |
| Employer contribution / active EE | $763 | $3,923-80.6% | $3,547-78.5% | $5,055-84.9% |
| Participant deferral / active EE | $758 | $5,463-86.1% | $4,924-84.6% | $6,977-89.1% |
| Admin fee / account holder | $7,637 | $11,107-31.2% | $10,340-26.1% | $19,030-59.9% |