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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 | $71,958 | $85,766-16.1% | $136,297-47.2% | $70,124+2.6% |
| Participation rate | 35.7% | 74.2%-38.4pp | 81.9%-46.2pp | 69.5%-33.8pp |
| Annual return | 14.78% | 31.45%-16.7pp | 5156.19%-5141.4pp | 73.14%-58.4pp |
| Employer contribution / active EE | $824 | $2,966-72.2% | $4,696-82.5% | $2,342-64.8% |
| Participant deferral / active EE | $1,397 | $5,051-72.3% | $6,247-77.6% | $3,332-58.1% |
| Admin fee / account holder | $406 | $5,420-92.5% | $9,244-95.6% | $4,645-91.3% |