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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 | $42,205 | $89,364-52.8% | $141,177-70.1% | $72,983-42.2% |
| Participation rate | 59.2% | 75.1%-15.9pp | 82.5%-23.3pp | 69.5%-10.3pp |
| Annual return | 22.21% | 111.86%-89.7pp | 71.40%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $1,172 | $3,115-62.4% | $4,736-75.2% | $2,440-52.0% |
| Participant deferral / active EE | $2,082 | $5,419-61.6% | $6,710-69.0% | $3,608-42.3% |
| Admin fee / account holder | $312 | $5,959-94.8% | $10,263-97.0% | $5,124-93.9% |