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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 | $32,915 | $118,877-72.3% | $96,570-65.9% | $167,536-80.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 12.61% | 50.50%-37.9pp | 37.79%-25.2pp | 478.82%-466.2pp |
| Employer contribution / active EE | $873 | $3,121-72.0% | $2,357-63.0% | $4,839-82.0% |
| Participant deferral / active EE | $357 | $4,617-92.3% | $3,849-90.7% | $6,342-94.4% |
| Admin fee / account holder | $355 | $8,069-95.6% | $6,182-94.3% | $12,315-97.1% |