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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 | $70,409 | $110,410-36.2% | $102,437-31.3% | $145,897-51.7% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 10.93% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,804 | $4,217-57.2% | $3,871-53.4% | $4,663-61.3% |
| Participant deferral / active EE | $169 | $5,622-97.0% | $5,060-96.7% | $6,689-97.5% |
| Admin fee / account holder | $530 | $9,745-94.6% | $8,388-93.7% | $13,390-96.0% |