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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 | $62,303 | $77,814-19.9% | $158,223-60.6% | $86,983-28.4% |
| Participation rate | 40.0% | 68.4%-28.4pp | 79.2%-39.2pp | 69.5%-29.5pp |
| Annual return | 17.56% | 30.54%-13.0pp | 52.09%-34.5pp | 25.83%-8.3pp |
| Employer contribution / active EE | $369 | $2,592-85.8% | $4,109-91.0% | $2,584-85.7% |
| Participant deferral / active EE | $574 | $3,270-82.5% | $5,467-89.5% | $4,194-86.3% |
| Admin fee / account holder | $894 | $5,879-84.8% | $16,047-94.4% | $7,856-88.6% |