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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 | $43,196 | $54,729-21.1% | $86,235-49.9% | $71,529-39.6% |
| Participation rate | 28.2% | 60.1%-31.9pp | 69.0%-40.8pp | 67.9%-39.7pp |
| Annual return | 16.66% | 20.07%-3.4pp | 1170.03%-1153.4pp | 28.97%-12.3pp |
| Employer contribution / active EE | $480 | $1,267-62.1% | $2,381-79.8% | $2,590-81.4% |
| Participant deferral / active EE | $909 | $3,110-70.8% | $3,987-77.2% | $4,291-78.8% |
| Admin fee / account holder | $777 | $1,921-59.5% | $6,856-88.7% | $1,588-51.1% |