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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 | $41,119 | $96,731-57.5% | $123,973-66.8% | $86,983-52.7% |
| Participation rate | 33.8% | 70.0%-36.3pp | 76.7%-42.9pp | 69.5%-35.8pp |
| Annual return | 17.35% | 17.33%0pp | 388.13%-370.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $921 | $3,297-72.1% | $4,126-77.7% | $2,584-64.4% |
| Participant deferral / active EE | $1,519 | $4,152-63.4% | $5,247-71.1% | $4,194-63.8% |
| Admin fee / account holder | $1,299 | $8,722-85.1% | $11,799-89.0% | $7,856-83.5% |