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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 | $88,088 | $75,807+16.2% | $116,096-24.1% | $86,983+1.3% |
| Participation rate | 24.3% | 66.9%-42.5pp | 73.3%-49.0pp | 69.5%-45.2pp |
| Annual return | 15.91% | 18.57%-2.7pp | 326.25%-310.3pp | 25.83%-9.9pp |
| Employer contribution / active EE | $565 | $1,892-70.1% | $2,503-77.4% | $2,584-78.1% |
| Participant deferral / active EE | $657 | $3,212-79.5% | $3,952-83.4% | $4,194-84.3% |
| Admin fee / account holder | $4,409 | $6,659-33.8% | $7,704-42.8% | $7,856-43.9% |