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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 | $32,041 | $87,132-63.2% | $105,624-69.7% | $80,959-60.4% |
| Participation rate | 21.2% | 70.4%-49.2pp | 75.3%-54.1pp | 67.7%-46.5pp |
| Annual return | 11.31% | 17.03%-5.7pp | 116.20%-104.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $996 | $2,397-58.5% | $3,168-68.6% | $2,757-63.9% |
| Participant deferral / active EE | $1,439 | $3,985-63.9% | $5,013-71.3% | $4,300-66.5% |
| Admin fee / account holder | $2,819 | $8,449-66.6% | $10,961-74.3% | $6,925-59.3% |