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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 | $32,629 | $51,638-36.8% | $68,368-52.3% | $82,448-60.4% |
| Participation rate | 6.8% | 63.6%-56.8pp | 73.8%-67.0pp | 68.1%-61.3pp |
| Annual return | 16.62% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $326 | $2,047-84.1% | $2,649-87.7% | $2,551-87.2% |
| Participant deferral / active EE | $364 | $2,914-87.5% | $4,123-91.2% | $4,139-91.2% |
| Admin fee / account holder | $1,095 | $4,643-76.4% | $5,150-78.7% | $7,234-84.9% |