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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 | $87,059-63.2% | $105,608-69.7% | $80,925-60.4% |
| Participation rate | 21.2% | 70.4%-49.2pp | 75.3%-54.1pp | 67.7%-46.4pp |
| Annual return | 11.31% | 17.05%-5.7pp | 116.50%-105.2pp | 35.65%-24.3pp |
| Employer contribution / active EE | $996 | $2,396-58.4% | $3,167-68.6% | $2,756-63.9% |
| Participant deferral / active EE | $1,439 | $3,986-63.9% | $5,010-71.3% | $4,299-66.5% |
| Admin fee / account holder | $2,819 | $8,443-66.6% | $11,028-74.4% | $6,940-59.4% |