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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 | $74,420 | $156,616-52.5% | $133,346-44.2% | $198,609-62.5% |
| Participation rate | 59.1% | 77.7%-18.6pp | 72.8%-13.8pp | 82.4%-23.3pp |
| Annual return | 9.36% | 44.25%-34.9pp | 36.85%-27.5pp | 202.70%-193.3pp |
| Employer contribution / active EE | $1,162 | $3,368-65.5% | $2,853-59.3% | $5,055-77.0% |
| Participant deferral / active EE | $1,485 | $4,920-69.8% | $4,332-65.7% | $6,977-78.7% |
| Admin fee / account holder | $56,282 | $17,468+222.2% | $14,264+294.6% | $19,030+195.7% |