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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 | $40,620 | $76,383-46.8% | $121,663-66.6% | $64,340-36.9% |
| Participation rate | 20.8% | 60.4%-39.7pp | 74.5%-53.7pp | 55.2%-34.5pp |
| Annual return | 13.02% | 16.98%-4.0pp | 147.54%-134.5pp | 24.14%-11.1pp |
| Employer contribution / active EE | $700 | $1,943-64.0% | $3,020-76.8% | $1,862-62.4% |
| Participant deferral / active EE | $1,131 | $3,149-64.1% | $4,887-76.9% | $2,980-62.1% |
| Admin fee / account holder | $2,754 | $4,142-33.5% | $14,289-80.7% | $3,703-25.6% |