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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 | $26,740 | $54,679-51.1% | $76,119-64.9% | $74,459-64.1% |
| Participation rate | 21.8% | 60.3%-38.5pp | 69.1%-47.3pp | 67.2%-45.4pp |
| Annual return | 14.80% | 31.90%-17.1pp | 361.25%-346.4pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $726 | $1,781-59.3% | $2,693-73.1% | $2,626-72.4% |
| Participant deferral / active EE | $854 | $3,072-72.2% | $4,259-79.9% | $4,350-80.4% |
| Admin fee / account holder | $7,344 | $2,238+228.2% | $6,421+14.4% | $1,945+277.6% |