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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 | $38,605 | $86,298-55.3% | $111,308-65.3% | $85,847-55.0% |
| Participation rate | 27.1% | 73.3%-46.3pp | 77.3%-50.3pp | 69.3%-42.3pp |
| Annual return | 12.41% | 19.99%-7.6pp | 54.67%-42.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $751 | $2,044-63.3% | $2,732-72.5% | $2,565-70.7% |
| Participant deferral / active EE | $1,508 | $3,641-58.6% | $4,487-66.4% | $3,952-61.8% |
| Admin fee / account holder | $3,447 | $8,189-57.9% | $7,965-56.7% | $6,261-44.9% |