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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 | $80,748-62.6% | $102,383-70.5% | $74,429-59.4% |
| Participation rate | 46.1% | 65.7%-19.6pp | 74.5%-28.4pp | 67.2%-21.1pp |
| Annual return | 11.53% | 27.57%-16.0pp | 24.94%-13.4pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,173 | $3,159-62.9% | $3,870-69.7% | $2,625-55.3% |
| Participant deferral / active EE | $1,371 | $3,861-64.5% | $5,060-72.9% | $4,348-68.5% |
| Admin fee / account holder | $4,374 | $2,371+84.5% | $8,391-47.9% | $1,944+125.0% |