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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 | $52,514 | $101,950-48.5% | $125,529-58.2% | $86,983-39.6% |
| Participation rate | 41.2% | 70.2%-29.0pp | 74.7%-33.5pp | 69.5%-28.4pp |
| Annual return | 40.77% | 18.29%+22.5pp | 202.56%-161.8pp | 25.83%+14.9pp |
| Employer contribution / active EE | $984 | $2,358-58.3% | $3,058-67.8% | $2,584-61.9% |
| Participant deferral / active EE | $1,340 | $3,862-65.3% | $4,813-72.2% | $4,194-68.1% |
| Admin fee / account holder | $769 | $12,791-94.0% | $16,298-95.3% | $7,856-90.2% |