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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 | $41,086 | $124,346-67.0% | $111,308-63.1% | $167,536-75.5% |
| Participation rate | 38.5% | 79.6%-41.2pp | 77.3%-38.9pp | 82.1%-43.7pp |
| Annual return | 15.88% | 37.45%-21.6pp | 54.67%-38.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,169 | $3,437-66.0% | $2,732-57.2% | $4,839-75.8% |
| Participant deferral / active EE | $1,291 | $5,182-75.1% | $4,487-71.2% | $6,342-79.6% |
| Admin fee / account holder | $5,238 | $10,621-50.7% | $7,965-34.2% | $12,315-57.5% |