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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 | $39,011 | $65,084-40.1% | $67,681-42.4% | $64,340-39.4% |
| Participation rate | 30.8% | 66.7%-35.9pp | 73.7%-42.9pp | 55.2%-24.4pp |
| Annual return | 10.91% | 20.50%-9.6pp | 590.58%-579.7pp | 24.14%-13.2pp |
| Employer contribution / active EE | $608 | $2,398-74.7% | $2,678-77.3% | $1,862-67.4% |
| Participant deferral / active EE | $918 | $3,210-71.4% | $3,976-76.9% | $2,980-69.2% |
| Admin fee / account holder | $4,357 | $1,415+207.9% | $6,100-28.6% | $3,703+17.7% |