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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 | $41,479 | $95,406-56.5% | $185,849-77.7% | $85,847-51.7% |
| Participation rate | 57.1% | 68.8%-11.6pp | 81.7%-24.6pp | 69.3%-12.2pp |
| Annual return | 24.84% | 23.59%+1.2pp | 122.10%-97.3pp | 318.61%-293.8pp |
| Employer contribution / active EE | $1,538 | $3,314-53.6% | $5,169-70.2% | $2,565-40.0% |
| Participant deferral / active EE | $640 | $3,424-81.3% | $5,569-88.5% | $3,952-83.8% |
| Admin fee / account holder | $1,111 | $7,214-84.6% | $16,244-93.2% | $6,261-82.3% |