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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 | $28,411 | $52,279-45.7% | $89,435-68.2% | $79,856-64.4% |
| Participation rate | 9.5% | 57.5%-48.1pp | 68.0%-58.5pp | 69.6%-60.2pp |
| Annual return | 33.20% | 22.16%+11.0pp | 245.55%-212.4pp | 31.71%+1.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $412 | $2,740-85.0% | $3,890-89.4% | $3,741-89.0% |
| Admin fee / account holder | $370 | $3,356-89.0% | $4,884-92.4% | $5,306-93.0% |