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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 | $39,682 | $75,962-47.8% | $154,108-74.3% | $64,173-38.2% |
| Participation rate | 63.2% | 70.4%-7.3pp | 83.0%-19.9pp | 69.6%-6.4pp |
| Annual return | 9.40% | 30.32%-20.9pp | 735.21%-725.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,411 | $3,350-57.9% | $5,298-73.4% | $2,381-40.7% |
| Participant deferral / active EE | $557 | $3,175-82.5% | $5,081-89.0% | $3,470-83.9% |
| Admin fee / account holder | $5,477 | $5,589-2.0% | $13,411-59.2% | $4,887+12.1% |