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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 | $64,917 | $97,289-33.3% | $92,805-30.1% | $155,188-58.2% |
| Participation rate | 25.0% | 84.2%-59.2pp | 83.5%-58.5pp | 80.8%-55.8pp |
| Annual return | 19.40% | 29.03%-9.6pp | 31.59%-12.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $53 | $3,632-98.6% | $3,424-98.5% | $4,248-98.8% |
| Participant deferral / active EE | $210 | $8,795-97.6% | $8,448-97.5% | $6,531-96.8% |
| Admin fee / account holder | $3,836 | $12,015-68.1% | $10,911-64.8% | $14,480-73.5% |