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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 | $32,892 | $48,314-31.9% | $67,561-51.3% | $80,925-59.4% |
| Participation rate | 14.8% | 66.4%-51.6pp | 72.9%-58.1pp | 67.7%-52.8pp |
| Annual return | 12.82% | 18.28%-5.5pp | 3525.44%-3512.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $418 | $2,022-79.3% | $2,735-84.7% | $2,756-84.8% |
| Participant deferral / active EE | $550 | $2,927-81.2% | $4,003-86.3% | $4,299-87.2% |
| Admin fee / account holder | $2,764 | $3,690-25.1% | $4,006-31.0% | $6,940-60.2% |