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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 | $38,376 | $98,766-61.1% | $149,730-74.4% | $79,852-51.9% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.5%-20.8pp | 69.6%-7.9pp |
| Annual return | 17.94% | 27.43%-9.5pp | 276.70%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $949 | $3,217-70.5% | $4,645-79.6% | $2,471-61.6% |
| Participant deferral / active EE | $1,855 | $5,681-67.3% | $6,843-72.9% | $3,740-50.4% |
| Admin fee / account holder | $1,942 | $6,052-67.9% | $9,310-79.1% | $5,306-63.4% |