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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 | $30,830 | $104,251-70.4% | $91,004-66.1% | $147,586-79.1% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 15.41% | 27.06%-11.6pp | 4.60%+10.8pp | 578.59%-563.2pp |
| Employer contribution / active EE | $512 | $3,116-83.6% | $2,456-79.2% | $4,876-89.5% |
| Participant deferral / active EE | $815 | $4,195-80.6% | $3,548-77.0% | $5,439-85.0% |
| Admin fee / account holder | $352 | $8,948-96.1% | $5,417-93.5% | $10,886-96.8% |