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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 | $77,240 | $82,133-6.0% | $147,318-47.6% | $64,097+20.5% |
| Participation rate | 9.9% | 62.3%-52.3pp | 82.1%-72.1pp | 55.2%-45.3pp |
| Annual return | 16.61% | 78.78%-62.2pp | 70.43%-53.8pp | 34.64%-18.0pp |
| Employer contribution / active EE | $663 | $2,872-76.9% | $4,593-85.6% | $1,891-65.0% |
| Participant deferral / active EE | $896 | $5,407-83.4% | $7,906-88.7% | $3,080-70.9% |
| Admin fee / account holder | $5,002 | $3,730+34.1% | $13,708-63.5% | $3,454+44.8% |