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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 | $37,510 | $114,013-67.1% | $103,693-63.8% | $155,188-75.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 17.39% | 49.31%-31.9pp | 47.61%-30.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $342 | $3,131-89.1% | $2,920-88.3% | $4,248-91.9% |
| Participant deferral / active EE | $771 | $4,970-84.5% | $4,579-83.2% | $6,531-88.2% |
| Admin fee / account holder | $312 | $8,407-96.3% | $7,858-96.0% | $14,480-97.8% |