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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 | $38,257 | $157,829-75.8% | $136,867-72.0% | $198,609-80.7% |
| Participation rate | 31.8% | 77.2%-45.4pp | 74.5%-42.7pp | 82.4%-50.6pp |
| Annual return | 16.98% | 51.25%-34.3pp | 42.97%-26.0pp | 202.70%-185.7pp |
| Employer contribution / active EE | $775 | $3,923-80.2% | $3,547-78.1% | $5,055-84.7% |
| Participant deferral / active EE | $956 | $5,463-82.5% | $4,924-80.6% | $6,977-86.3% |
| Admin fee / account holder | $518 | $11,107-95.3% | $10,340-95.0% | $19,030-97.3% |