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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 | $33,233 | $78,690-57.8% | $161,489-79.4% | $87,485-62.0% |
| Participation rate | 21.9% | 67.5%-45.5pp | 78.7%-56.8pp | 68.9%-47.0pp |
| Annual return | 14.54% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $441 | $2,588-83.0% | $4,268-89.7% | $2,596-83.0% |
| Participant deferral / active EE | $666 | $3,311-79.9% | $5,630-88.2% | $4,274-84.4% |
| Admin fee / account holder | $3,630 | $6,724-46.0% | $16,006-77.3% | $7,775-53.3% |