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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 | $39,753 | $79,449-50.0% | $189,558-79.0% | $85,856-53.7% |
| Participation rate | 44.4% | 66.0%-21.5pp | 78.5%-34.0pp | 69.3%-24.9pp |
| Annual return | 17.92% | 18.45%-0.5pp | 64.19%-46.3pp | 318.58%-300.7pp |
| Employer contribution / active EE | $618 | $2,081-70.3% | $4,412-86.0% | $2,565-75.9% |
| Participant deferral / active EE | $920 | $4,051-77.3% | $6,174-85.1% | $3,952-76.7% |
| Admin fee / account holder | $2,342 | $5,377-56.4% | $9,809-76.1% | $6,261-62.6% |