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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 | $64,722 | $95,383-32.1% | $185,837-65.2% | $85,856-24.6% |
| Participation rate | 49.2% | 68.8%-19.6pp | 81.7%-32.5pp | 69.3%-20.1pp |
| Annual return | 11.92% | 23.59%-11.7pp | 122.08%-110.2pp | 318.58%-306.7pp |
| Employer contribution / active EE | $487 | $3,313-85.3% | $5,168-90.6% | $2,565-81.0% |
| Participant deferral / active EE | $899 | $3,423-73.7% | $5,568-83.9% | $3,952-77.3% |
| Admin fee / account holder | $1,524 | $7,213-78.9% | $16,241-90.6% | $6,261-75.7% |