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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 | $27,667 | $98,760-72.0% | $149,715-81.5% | $79,858-65.4% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.5%-40.5pp | 69.6%-27.7pp |
| Annual return | 34.96% | 27.43%+7.5pp | 276.66%-241.7pp | 31.72%+3.2pp |
| Employer contribution / active EE | $945 | $3,217-70.6% | $4,645-79.7% | $2,471-61.8% |
| Participant deferral / active EE | $2,146 | $5,681-62.2% | $6,842-68.6% | $3,740-42.6% |
| Admin fee / account holder | $2,696 | $6,053-55.5% | $9,310-71.0% | $5,306-49.2% |