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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 | $39,108 | $70,418-44.5% | $96,570-59.5% | $85,847-54.4% |
| Participation rate | 54.7% | 61.8%-7.1pp | 69.8%-15.2pp | 69.3%-14.7pp |
| Annual return | 14.27% | 18.59%-4.3pp | 37.79%-23.5pp | 318.61%-304.3pp |
| Employer contribution / active EE | $388 | $1,413-72.6% | $2,357-83.6% | $2,565-84.9% |
| Participant deferral / active EE | $927 | $2,894-68.0% | $3,849-75.9% | $3,952-76.5% |
| Admin fee / account holder | $2,253 | $4,995-54.9% | $6,182-63.6% | $6,261-64.0% |