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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 | $27,888 | $102,422-72.8% | $147,117-81.0% | $80,959-65.6% |
| Participation rate | 68.4% | 75.9%-7.5pp | 82.2%-13.8pp | 67.7%+0.8pp |
| Annual return | 13.90% | 135.16%-121.3pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $920 | $3,717-75.3% | $4,932-81.3% | $2,757-66.6% |
| Participant deferral / active EE | $2,061 | $6,652-69.0% | $8,065-74.4% | $4,300-52.1% |
| Admin fee / account holder | $1,920 | $7,953-75.9% | $12,993-85.2% | $6,925-72.3% |