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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 | $57,679 | $103,392-44.2% | $87,104-33.8% | $152,897-62.3% |
| Participation rate | 45.5% | 79.4%-33.9pp | 76.9%-31.4pp | 82.5%-37.0pp |
| Annual return | 20.39% | 28.10%-7.7pp | 28.19%-7.8pp | 345.43%-325.0pp |
| Employer contribution / active EE | $811 | $3,221-74.8% | $2,521-67.8% | $4,764-83.0% |
| Participant deferral / active EE | $811 | $4,778-83.0% | $4,048-80.0% | $5,851-86.1% |
| Admin fee / account holder | $5,904 | $12,194-51.6% | $7,491-21.2% | $11,599-49.1% |