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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 | $41,691 | $90,107-53.7% | $182,262-77.1% | $69,733-40.2% |
| Participation rate | 28.9% | 64.8%-35.9pp | 84.2%-55.3pp | 62.5%-33.5pp |
| Annual return | 17.89% | 95.58%-77.7pp | 140.60%-122.7pp | 15.22%+2.7pp |
| Employer contribution / active EE | $705 | $3,043-76.8% | $5,046-86.0% | $2,250-68.7% |
| Participant deferral / active EE | $1,135 | $5,135-77.9% | $8,276-86.3% | $3,054-62.8% |
| Admin fee / account holder | $9,217 | $3,377+172.9% | $16,712-44.8% | $3,102+197.1% |