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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 | $49,776 | $154,193-67.7% | $130,045-61.7% | $139,466-64.3% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.5%-20.6pp | 80.3%-22.4pp |
| Annual return | 12.65% | 32.51%-19.9pp | -137.30%+150.0pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,167 | $5,292-78.0% | $4,321-73.0% | $4,754-75.5% |
| Participant deferral / active EE | $1,513 | $6,709-77.4% | $5,820-74.0% | $6,712-77.5% |
| Admin fee / account holder | $4,240 | $13,989-69.7% | $10,600-60.0% | $11,409-62.8% |