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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 | $66,638 | $98,776-32.5% | $149,745-55.5% | $79,856-16.6% |
| Participation rate | 32.4% | 75.8%-43.4pp | 82.5%-50.1pp | 69.6%-37.3pp |
| Annual return | 13.37% | 27.38%-14.0pp | 276.72%-263.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,042 | $3,217-67.6% | $4,646-77.6% | $2,471-57.8% |
| Participant deferral / active EE | $1,866 | $5,681-67.2% | $6,843-72.7% | $3,741-50.1% |
| Admin fee / account holder | $1,080 | $6,053-82.2% | $9,312-88.4% | $5,306-79.7% |