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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 | $44,105 | $76,642-42.5% | $146,866-70.0% | $65,306-32.5% |
| Participation rate | 14.1% | 61.2%-47.2pp | 82.5%-68.4pp | 57.7%-43.6pp |
| Annual return | 13.98% | 33.40%-19.4pp | 102.85%-88.9pp | 21.94%-8.0pp |
| Employer contribution / active EE | $475 | $2,621-81.9% | $4,425-89.3% | $1,967-75.9% |
| Participant deferral / active EE | $1,052 | $4,864-78.4% | $7,759-86.4% | $2,959-64.5% |
| Admin fee / account holder | $12,964 | $3,960+227.3% | $13,620-4.8% | $3,480+272.6% |