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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 | $37,346 | $78,428-52.4% | $95,960-61.1% | $79,852-53.2% |
| Participation rate | 45.2% | 73.5%-28.3pp | 77.1%-31.8pp | 69.6%-24.4pp |
| Annual return | 19.09% | 19.37%-0.3pp | 91.63%-72.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $750 | $1,945-61.5% | $2,541-70.5% | $2,471-69.7% |
| Participant deferral / active EE | $1,208 | $3,440-64.9% | $4,167-71.0% | $3,740-67.7% |
| Admin fee / account holder | $1,202 | $5,622-78.6% | $6,797-82.3% | $5,306-77.3% |