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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 | $32,882 | $105,284-68.8% | $150,734-78.2% | $94,015-65.0% |
| Participation rate | 42.1% | 71.7%-29.6pp | 78.4%-36.3pp | 70.8%-28.7pp |
| Annual return | 20.77% | 15.67%+5.1pp | 600.81%-580.0pp | 17.84%+2.9pp |
| Employer contribution / active EE | $1,166 | $3,599-67.6% | $4,918-76.3% | $2,790-58.2% |
| Participant deferral / active EE | $1,910 | $4,274-55.3% | $5,610-66.0% | $4,249-55.1% |
| Admin fee / account holder | $882 | $9,839-91.0% | $14,905-94.1% | $8,951-90.1% |