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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 | $39,183 | $89,364-56.2% | $141,177-72.2% | $72,983-46.3% |
| Participation rate | 43.5% | 75.1%-31.6pp | 82.5%-39.0pp | 69.5%-26.0pp |
| Annual return | 21.68% | 111.86%-90.2pp | 71.40%-49.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $874 | $3,115-72.0% | $4,736-81.6% | $2,440-64.2% |
| Participant deferral / active EE | $1,463 | $5,419-73.0% | $6,710-78.2% | $3,608-59.4% |
| Admin fee / account holder | $3,798 | $5,959-36.3% | $10,263-63.0% | $5,124-25.9% |