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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 | $68,122 | $108,882-37.4% | $96,754-29.6% | $154,746-56.0% |
| Participation rate | 45.8% | 75.1%-29.2pp | 70.3%-24.4pp | 80.7%-34.9pp |
| Annual return | 16.74% | 98.39%-81.6pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $372 | $3,018-87.7% | $2,679-86.1% | $4,379-91.5% |
| Participant deferral / active EE | $636 | $5,323-88.1% | $4,758-86.6% | $6,730-90.5% |
| Admin fee / account holder | $481 | $10,200-95.3% | $8,905-94.6% | $14,365-96.7% |