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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 | $86,875 | $63,924+35.9% | $108,582-20.0% | $55,167+57.5% |
| Participation rate | 26.4% | 74.3%-47.9pp | 79.6%-53.1pp | 69.0%-42.5pp |
| Annual return | 7.91% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,145 | $1,879-39.1% | $3,758-69.5% | $1,963-41.7% |
| Participant deferral / active EE | $1,444 | $3,067-52.9% | $4,311-66.5% | $3,054-52.7% |
| Admin fee / account holder | $4,774 | $618+672.9% | $7,645-37.6% | $504+847.3% |