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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 | $47,757 | $98,760-51.6% | $149,715-68.1% | $79,858-40.2% |
| Participation rate | 38.8% | 75.8%-37.0pp | 82.5%-43.7pp | 69.6%-30.9pp |
| Annual return | 18.22% | 27.43%-9.2pp | 276.66%-258.4pp | 31.72%-13.5pp |
| Employer contribution / active EE | $852 | $3,217-73.5% | $4,645-81.7% | $2,471-65.5% |
| Participant deferral / active EE | $2,116 | $5,681-62.8% | $6,842-69.1% | $3,740-43.4% |
| Admin fee / account holder | $2,453 | $6,053-59.5% | $9,310-73.6% | $5,306-53.8% |