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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 | $40,596 | $70,418-42.4% | $96,570-58.0% | $85,847-52.7% |
| Participation rate | 42.3% | 61.8%-19.5pp | 69.8%-27.5pp | 69.3%-27.0pp |
| Annual return | 11.87% | 18.59%-6.7pp | 37.79%-25.9pp | 318.61%-306.7pp |
| Employer contribution / active EE | $740 | $1,413-47.6% | $2,357-68.6% | $2,565-71.1% |
| Participant deferral / active EE | $977 | $2,894-66.2% | $3,849-74.6% | $3,952-75.3% |
| Admin fee / account holder | $2,400 | $4,995-51.9% | $6,182-61.2% | $6,261-61.7% |