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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 | $85,060-50.2% | $70,548-39.9% | $139,456-69.6% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.3%-48.3pp | 80.3%-60.3pp |
| Annual return | 10.98% | 30.38%-19.4pp | 32.78%-21.8pp | 373.45%-362.5pp |
| Employer contribution / active EE | $614 | $3,911-84.3% | $2,975-79.4% | $4,753-87.1% |
| Participant deferral / active EE | $786 | $5,890-86.7% | $4,567-82.8% | $6,711-88.3% |
| Admin fee / account holder | $896 | $8,925-90.0% | $6,424-86.1% | $11,407-92.1% |