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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 | $60,312 | $58,828+2.5% | $78,002-22.7% | $62,881-4.1% |
| Participation rate | 39.4% | 71.1%-31.7pp | 75.5%-36.1pp | 69.3%-29.9pp |
| Annual return | 16.75% | 17.16%-0.4pp | 425.99%-409.2pp | 20.14%-3.4pp |
| Employer contribution / active EE | $540 | $1,672-67.7% | $2,470-78.1% | $2,281-76.3% |
| Participant deferral / active EE | $596 | $2,686-77.8% | $3,497-83.0% | $3,203-81.4% |
| Admin fee / account holder | $351 | $4,393-92.0% | $5,481-93.6% | $4,296-91.8% |