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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 | $63,439 | $108,882-41.7% | $96,754-34.4% | $154,746-59.0% |
| Participation rate | 44.4% | 75.1%-30.6pp | 70.3%-25.8pp | 80.7%-36.3pp |
| Annual return | 13.94% | 98.39%-84.5pp | 82.04%-68.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $383 | $3,018-87.3% | $2,679-85.7% | $4,379-91.3% |
| Participant deferral / active EE | $967 | $5,323-81.8% | $4,758-79.7% | $6,730-85.6% |
| Admin fee / account holder | $597 | $10,200-94.1% | $8,905-93.3% | $14,365-95.8% |