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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 | $60,309 | $78,425-23.1% | $95,956-37.1% | $79,858-24.5% |
| Participation rate | 16.7% | 73.5%-56.8pp | 77.1%-60.4pp | 69.6%-53.0pp |
| Annual return | 21.33% | 19.37%+2.0pp | 91.63%-70.3pp | 31.72%-10.4pp |
| Employer contribution / active EE | $811 | $1,945-58.3% | $2,541-68.1% | $2,471-67.2% |
| Participant deferral / active EE | $1,415 | $3,440-58.9% | $4,167-66.0% | $3,740-62.2% |
| Admin fee / account holder | $4,823 | $5,622-14.2% | $6,797-29.0% | $5,306-9.1% |