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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 | $44,999 | $71,192-36.8% | $117,861-61.8% | $62,293-27.8% |
| Participation rate | 34.5% | 74.2%-39.7pp | 79.7%-45.2pp | 69.5%-35.0pp |
| Annual return | 18.66% | 18.66%0pp | 335.11%-316.4pp | 28.90%-10.2pp |
| Employer contribution / active EE | $915 | $1,934-52.7% | $3,786-75.8% | $2,042-55.2% |
| Participant deferral / active EE | $1,656 | $3,189-48.1% | $4,482-63.0% | $3,169-47.7% |
| Admin fee / account holder | $3,028 | $587+415.7% | $8,021-62.2% | $479+531.8% |