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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 | $83,312 | $91,559-9.0% | $133,971-37.8% | $79,852+4.3% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.6%-4.1pp |
| Annual return | 11.26% | 61.85%-50.6pp | 45.09%-33.8pp | 31.72%-20.5pp |
| Employer contribution / active EE | $712 | $2,384-70.1% | $3,919-81.8% | $2,471-71.2% |
| Participant deferral / active EE | $1,139 | $3,734-69.5% | $5,047-77.4% | $3,740-69.6% |
| Admin fee / account holder | $14,743 | $6,321+133.2% | $8,929+65.1% | $5,306+177.8% |