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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 | $42,396 | $85,024-50.1% | $70,544-39.9% | $139,466-69.6% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.4%-48.4pp | 80.3%-60.3pp |
| Annual return | 10.98% | 30.39%-19.4pp | 32.79%-21.8pp | 373.66%-362.7pp |
| Employer contribution / active EE | $614 | $3,912-84.3% | $2,976-79.4% | $4,754-87.1% |
| Participant deferral / active EE | $786 | $5,891-86.7% | $4,568-82.8% | $6,712-88.3% |
| Admin fee / account holder | $896 | $8,928-90.0% | $6,427-86.1% | $11,409-92.2% |