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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 | $80,948 | $78,690+2.9% | $161,489-49.9% | $87,485-7.5% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 17.19% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,085 | $2,588-58.1% | $4,268-74.6% | $2,596-58.2% |
| Participant deferral / active EE | $234 | $3,311-92.9% | $5,630-95.8% | $4,274-94.5% |
| Admin fee / account holder | $584 | $6,724-91.3% | $16,006-96.4% | $7,775-92.5% |