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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 | $70,644 | $91,194-22.5% | $178,486-60.4% | $79,860-11.5% |
| Participation rate | 22.2% | 69.2%-47.0pp | 81.9%-59.7pp | 69.6%-47.4pp |
| Annual return | 17.83% | 24.19%-6.4pp | 151.08%-133.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $379 | $3,256-88.4% | $5,011-92.4% | $2,471-84.7% |
| Participant deferral / active EE | $577 | $3,236-82.2% | $5,202-88.9% | $3,740-84.6% |
| Admin fee / account holder | $5,672 | $6,751-16.0% | $13,985-59.4% | $5,306+6.9% |