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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 | $106,524-31.0% | $152,301-51.7% | $87,485-15.9% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.4%-38.4pp | 68.9%-24.9pp |
| Annual return | 66.97% | 26.89%+40.1pp | 80.50%-13.5pp | 26.06%+40.9pp |
| Employer contribution / active EE | $1,142 | $3,371-66.1% | $4,624-75.3% | $2,596-56.0% |
| Participant deferral / active EE | $1,308 | $6,525-80.0% | $8,004-83.7% | $4,274-69.4% |
| Admin fee / account holder | $379 | $8,287-95.4% | $14,398-97.4% | $7,775-95.1% |