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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 | $38,033 | $78,707-51.7% | $117,861-67.7% | $70,126-45.8% |
| Participation rate | 52.7% | 73.2%-20.5pp | 79.7%-27.0pp | 69.5%-16.9pp |
| Annual return | 13.90% | 23.30%-9.4pp | 335.11%-321.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $924 | $2,223-58.5% | $3,786-75.6% | $2,343-60.6% |
| Participant deferral / active EE | $1,459 | $3,297-55.7% | $4,482-67.4% | $3,332-56.2% |
| Admin fee / account holder | $1,227 | $5,066-75.8% | $8,021-84.7% | $4,645-73.6% |