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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 | $65,897 | $127,779-48.4% | $106,551-38.2% | $167,518-60.7% |
| Participation rate | 31.6% | 78.3%-46.7pp | 76.1%-44.6pp | 82.1%-50.5pp |
| Annual return | 21.74% | 33.87%-12.1pp | 26.80%-5.1pp | 478.71%-457.0pp |
| Employer contribution / active EE | $774 | $3,427-77.4% | $2,819-72.5% | $4,838-84.0% |
| Participant deferral / active EE | $823 | $5,088-83.8% | $4,398-81.3% | $6,342-87.0% |
| Admin fee / account holder | $3,757 | $11,228-66.5% | $7,408-49.3% | $12,312-69.5% |