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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 | $39,634 | $89,367-55.7% | $141,191-71.9% | $72,975-45.7% |
| Participation rate | 21.8% | 75.1%-53.3pp | 82.5%-60.6pp | 69.5%-47.6pp |
| Annual return | 28.03% | 111.87%-83.8pp | 71.41%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $745 | $3,115-76.1% | $4,736-84.3% | $2,440-69.5% |
| Participant deferral / active EE | $1,342 | $5,419-75.2% | $6,710-80.0% | $3,608-62.8% |
| Admin fee / account holder | $489 | $5,957-91.8% | $10,264-95.2% | $5,124-90.4% |