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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 | $33,417 | $91,559-63.5% | $133,978-75.1% | $79,856-58.2% |
| Participation rate | 46.3% | 73.3%-27.0pp | 79.8%-33.5pp | 69.6%-23.3pp |
| Annual return | 11.82% | 61.85%-50.0pp | 45.10%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $611 | $2,384-74.4% | $3,919-84.4% | $2,471-75.3% |
| Participant deferral / active EE | $1,290 | $3,734-65.4% | $5,047-74.4% | $3,741-65.5% |
| Admin fee / account holder | $504 | $6,321-92.0% | $8,930-94.4% | $5,306-90.5% |