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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 | $69,076 | $70,418-1.9% | $96,570-28.5% | $85,847-19.5% |
| Participation rate | 37.7% | 61.8%-24.1pp | 69.8%-32.1pp | 69.3%-31.6pp |
| Annual return | 33.38% | 18.59%+14.8pp | 37.79%-4.4pp | 318.61%-285.2pp |
| Employer contribution / active EE | $641 | $1,413-54.7% | $2,357-72.8% | $2,565-75.0% |
| Participant deferral / active EE | $1,201 | $2,894-58.5% | $3,849-68.8% | $3,952-69.6% |
| Admin fee / account holder | $991 | $4,995-80.2% | $6,182-84.0% | $6,261-84.2% |