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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 | $39,843 | $60,165-33.8% | $74,184-46.3% | $55,167-27.8% |
| Participation rate | 69.0% | 74.2%-5.2pp | 76.6%-7.6pp | 69.0%0pp |
| Annual return | 7.94% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $468 | $1,600-70.8% | $2,370-80.3% | $1,963-76.2% |
| Participant deferral / active EE | $1,149 | $2,973-61.4% | $3,550-67.6% | $3,054-62.4% |
| Admin fee / account holder | $1,071 | $419+155.5% | $5,586-80.8% | $504+112.6% |