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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 | $71,232 | $43,730+62.9% | $121,220-41.2% | $64,173+11.0% |
| Participation rate | 35.2% | 58.3%-23.1pp | 71.8%-36.5pp | 69.6%-34.4pp |
| Annual return | -6.70% | 68.94%-75.6pp | 16.94%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $373 | $1,297-71.2% | $4,023-90.7% | $2,381-84.3% |
| Participant deferral / active EE | $563 | $2,281-75.3% | $3,345-83.2% | $3,470-83.8% |
| Admin fee / account holder | $2,769 | $3,502-20.9% | $5,021-44.9% | $4,887-43.3% |