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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 | $40,418 | $76,642-47.3% | $146,866-72.5% | $65,306-38.1% |
| Participation rate | 9.0% | 61.2%-52.3pp | 82.5%-73.5pp | 57.7%-48.7pp |
| Annual return | 17.27% | 33.40%-16.1pp | 102.85%-85.6pp | 21.94%-4.7pp |
| Employer contribution / active EE | $240 | $2,621-90.8% | $4,425-94.6% | $1,967-87.8% |
| Participant deferral / active EE | $641 | $4,864-86.8% | $7,759-91.7% | $2,959-78.4% |
| Admin fee / account holder | $1,056 | $3,960-73.3% | $13,620-92.2% | $3,480-69.6% |