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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 | $32,611 | $51,638-36.8% | $129,406-74.8% | $80,959-59.7% |
| Participation rate | 25.0% | 56.9%-31.9pp | 69.6%-44.6pp | 67.7%-42.7pp |
| Annual return | 12.35% | 20.78%-8.4pp | 9468.18%-9455.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $313 | $1,584-80.2% | $4,155-92.5% | $2,757-88.6% |
| Participant deferral / active EE | $419 | $2,670-84.3% | $4,167-90.0% | $4,300-90.3% |
| Admin fee / account holder | $3,411 | $4,313-20.9% | $7,689-55.6% | $6,925-50.7% |