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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 | $72,572 | $80,332-9.7% | $107,187-32.3% | $64,097+13.2% |
| Participation rate | 24.2% | 54.4%-30.2pp | 75.0%-50.8pp | 55.2%-31.0pp |
| Annual return | 12.94% | 24.26%-11.3pp | 204.55%-191.6pp | 34.64%-21.7pp |
| Employer contribution / active EE | $875 | $2,501-65.0% | $3,782-76.9% | $1,891-53.7% |
| Participant deferral / active EE | $371 | $3,109-88.1% | $5,096-92.7% | $3,080-87.9% |
| Admin fee / account holder | $3,043 | $4,314-29.5% | $9,162-66.8% | $3,454-11.9% |