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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 | $37,521 | $63,346-40.8% | $92,240-59.3% | $70,126-46.5% |
| Participation rate | 44.4% | 68.7%-24.2pp | 76.5%-32.0pp | 69.5%-25.1pp |
| Annual return | 19.25% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $925 | $2,471-62.6% | $3,680-74.9% | $2,343-60.5% |
| Participant deferral / active EE | $1,089 | $2,854-61.8% | $3,897-72.1% | $3,332-67.3% |
| Admin fee / account holder | $927 | $3,841-75.9% | $5,194-82.2% | $4,645-80.1% |