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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 | $39,250 | $81,331-51.7% | $155,534-74.8% | $80,935-51.5% |
| Participation rate | 19.0% | 66.3%-47.3pp | 78.2%-59.3pp | 67.7%-48.7pp |
| Annual return | 12.22% | 33.37%-21.1pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $439 | $3,105-85.9% | $4,675-90.6% | $2,757-84.1% |
| Participant deferral / active EE | $751 | $3,454-78.3% | $5,630-86.7% | $4,299-82.5% |
| Admin fee / account holder | $1,497 | $7,999-81.3% | $15,900-90.6% | $6,924-78.4% |