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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 | $30,195 | $80,731-62.6% | $103,374-70.8% | $74,546-59.5% |
| Participation rate | 46.1% | 65.7%-19.6pp | 74.5%-28.4pp | 67.2%-21.1pp |
| Annual return | 11.53% | 27.56%-16.0pp | 24.89%-13.4pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,173 | $3,158-62.9% | $3,869-69.7% | $2,624-55.3% |
| Participant deferral / active EE | $1,371 | $3,860-64.5% | $5,058-72.9% | $4,347-68.5% |
| Admin fee / account holder | $4,374 | $2,369+84.7% | $8,394-47.9% | $1,944+125.1% |