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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 | $37,296 | $81,208-54.1% | $98,920-62.3% | $79,856-53.3% |
| Participation rate | 44.4% | 72.5%-28.1pp | 76.0%-31.6pp | 69.6%-25.2pp |
| Annual return | 13.84% | 60.99%-47.2pp | 196.47%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $697 | $1,960-64.5% | $2,689-74.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,396 | $3,265-57.2% | $4,245-67.1% | $3,741-62.7% |
| Admin fee / account holder | $478 | $6,013-92.1% | $6,643-92.8% | $5,306-91.0% |