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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 | $47,343 | $98,766-52.1% | $149,730-68.4% | $79,852-40.7% |
| Participation rate | 36.2% | 75.8%-39.6pp | 82.5%-46.3pp | 69.6%-33.5pp |
| Annual return | 21.64% | 27.43%-5.8pp | 276.70%-255.1pp | 31.72%-10.1pp |
| Employer contribution / active EE | $1,804 | $3,217-43.9% | $4,645-61.2% | $2,471-27.0% |
| Participant deferral / active EE | $1,443 | $5,681-74.6% | $6,843-78.9% | $3,740-61.4% |
| Admin fee / account holder | $469 | $6,052-92.2% | $9,310-95.0% | $5,306-91.2% |