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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 | $25,535 | $53,837-52.6% | $75,714-66.3% | $85,847-70.3% |
| Participation rate | 67.8% | 69.1%-1.3pp | 74.8%-7.0pp | 69.3%-1.5pp |
| Annual return | 28.46% | 24.54%+3.9pp | 104.62%-76.2pp | 318.61%-290.1pp |
| Employer contribution / active EE | $848 | $2,017-58.0% | $2,744-69.1% | $2,565-67.0% |
| Participant deferral / active EE | $534 | $2,895-81.5% | $3,820-86.0% | $3,952-86.5% |
| Admin fee / account holder | $3,057 | $3,339-8.4% | $3,619-15.5% | $6,261-51.2% |