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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 | $42,370 | $137,414-69.2% | $189,537-77.6% | $85,847-50.6% |
| Participation rate | 39.6% | 84.6%-45.0pp | 87.8%-48.2pp | 69.3%-29.7pp |
| Annual return | 17.22% | 38.14%-20.9pp | 555.34%-538.1pp | 318.61%-301.4pp |
| Employer contribution / active EE | $1,528 | $4,344-64.8% | $6,161-75.2% | $2,565-40.4% |
| Participant deferral / active EE | $2,611 | $6,260-58.3% | $8,220-68.2% | $3,952-33.9% |
| Admin fee / account holder | $473 | $8,630-94.5% | $12,048-96.1% | $6,261-92.5% |