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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 | $29,495 | $112,915-73.9% | $90,965-67.6% | $158,950-81.4% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 12.24% | 215.75%-203.5pp | 134.57%-122.3pp | 302.91%-290.7pp |
| Employer contribution / active EE | $539 | $2,894-81.4% | $2,122-74.6% | $4,762-88.7% |
| Participant deferral / active EE | $974 | $4,128-76.4% | $3,373-71.1% | $5,983-83.7% |
| Admin fee / account holder | $1,080 | $8,044-86.6% | $5,960-81.9% | $11,248-90.4% |