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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 | $73,532 | $106,749-31.1% | $145,433-49.4% | $82,448-10.8% |
| Participation rate | 44.0% | 75.6%-31.6pp | 82.1%-38.1pp | 68.1%-24.1pp |
| Annual return | 66.97% | 27.59%+39.4pp | 66.58%+0.4pp | 41.64%+25.3pp |
| Employer contribution / active EE | $1,142 | $3,444-66.8% | $4,554-74.9% | $2,551-55.2% |
| Participant deferral / active EE | $1,308 | $6,519-79.9% | $7,897-83.4% | $4,139-68.4% |
| Admin fee / account holder | $379 | $8,390-95.5% | $13,129-97.1% | $7,234-94.8% |