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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 | $30,004 | $93,617-68.0% | $135,982-77.9% | $75,177-60.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 81.9%-39.1pp | 67.2%-24.3pp |
| Annual return | 19.56% | 30.89%-11.3pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $792 | $3,538-77.6% | $4,859-83.7% | $2,671-70.4% |
| Participant deferral / active EE | $1,511 | $6,406-76.4% | $7,760-80.5% | $4,126-63.4% |
| Admin fee / account holder | $629 | $6,980-91.0% | $10,767-94.2% | $5,651-88.9% |