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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 | $36,521 | $89,367-59.1% | $141,191-74.1% | $72,975-50.0% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 29.05% | 111.87%-82.8pp | 71.41%-42.4pp | 81.01%-52.0pp |
| Employer contribution / active EE | $773 | $3,115-75.2% | $4,736-83.7% | $2,440-68.3% |
| Participant deferral / active EE | $1,521 | $5,419-71.9% | $6,710-77.3% | $3,608-57.8% |
| Admin fee / account holder | $499 | $5,957-91.6% | $10,264-95.1% | $5,124-90.3% |