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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 | $37,807 | $73,532-48.6% | $178,505-78.8% | $74,478-49.2% |
| Participation rate | 20.5% | 66.6%-46.1pp | 77.1%-56.6pp | 67.2%-46.7pp |
| Annual return | 13.64% | 17.49%-3.9pp | 27.16%-13.5pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $796 | $2,221-64.1% | $3,955-79.9% | $2,626-69.7% |
| Participant deferral / active EE | $1,529 | $4,519-66.2% | $6,280-75.7% | $4,350-64.8% |
| Admin fee / account holder | $5,208 | $1,813+187.4% | $10,428-50.1% | $1,946+167.7% |