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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 | $67,300 | $98,766-31.9% | $149,730-55.1% | $79,852-15.7% |
| Participation rate | 41.1% | 75.8%-34.7pp | 82.5%-41.4pp | 69.6%-28.6pp |
| Annual return | 13.62% | 27.43%-13.8pp | 276.70%-263.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $3,649 | $3,217+13.4% | $4,645-21.5% | $2,471+47.7% |
| Participant deferral / active EE | $1,040 | $5,681-81.7% | $6,843-84.8% | $3,740-72.2% |
| Admin fee / account holder | $2,151 | $6,052-64.5% | $9,310-76.9% | $5,306-59.5% |