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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 | $38,535 | $98,760-61.0% | $149,715-74.3% | $79,858-51.7% |
| Participation rate | 42.1% | 75.8%-33.7pp | 82.5%-40.4pp | 69.6%-27.5pp |
| Annual return | 15.59% | 27.43%-11.8pp | 276.66%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $668 | $3,217-79.2% | $4,645-85.6% | $2,471-73.0% |
| Participant deferral / active EE | $1,912 | $5,681-66.3% | $6,842-72.1% | $3,740-48.9% |
| Admin fee / account holder | $1,009 | $6,053-83.3% | $9,310-89.2% | $5,306-81.0% |