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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 | $110,337-36.2% | $102,383-31.2% | $145,877-51.7% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 10.93% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,804 | $4,216-57.2% | $3,870-53.4% | $4,663-61.3% |
| Participant deferral / active EE | $169 | $5,621-97.0% | $5,060-96.7% | $6,691-97.5% |
| Admin fee / account holder | $530 | $9,750-94.6% | $8,391-93.7% | $13,402-96.0% |