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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 | $67,364 | $93,345-27.8% | $119,126-43.5% | $87,485-23.0% |
| Participation rate | 27.8% | 68.7%-41.0pp | 75.8%-48.0pp | 68.9%-41.2pp |
| Annual return | 12.97% | 19.08%-6.1pp | 282.11%-269.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $896 | $3,172-71.7% | $4,034-77.8% | $2,596-65.5% |
| Participant deferral / active EE | $1,346 | $4,099-67.2% | $5,318-74.7% | $4,274-68.5% |
| Admin fee / account holder | $574 | $8,039-92.9% | $10,693-94.6% | $7,775-92.6% |