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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 | $51,460 | $71,192-27.7% | $117,861-56.3% | $62,293-17.4% |
| Participation rate | 22.4% | 74.2%-51.8pp | 79.7%-57.3pp | 69.5%-47.1pp |
| Annual return | 19.45% | 18.66%+0.8pp | 335.11%-315.7pp | 28.90%-9.4pp |
| Employer contribution / active EE | $792 | $1,934-59.0% | $3,786-79.1% | $2,042-61.2% |
| Participant deferral / active EE | $1,465 | $3,189-54.1% | $4,482-67.3% | $3,169-53.8% |
| Admin fee / account holder | $2,142 | $587+264.8% | $8,021-73.3% | $479+346.9% |