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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 | $37,928 | $65,041-41.7% | $90,965-58.3% | $79,858-52.5% |
| Participation rate | 57.6% | 61.6%-4.0pp | 69.0%-11.4pp | 69.6%-12.1pp |
| Annual return | 12.88% | 30.45%-17.6pp | 134.57%-121.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $416 | $1,247-66.7% | $2,122-80.4% | $2,471-83.2% |
| Participant deferral / active EE | $939 | $2,512-62.6% | $3,373-72.2% | $3,740-74.9% |
| Admin fee / account holder | $2,102 | $4,536-53.7% | $5,960-64.7% | $5,306-60.4% |