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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 | $33,581 | $83,369-59.7% | $105,223-68.1% | $67,986-50.6% |
| Participation rate | 42.3% | 56.3%-14.0pp | 75.0%-32.7pp | 57.2%-14.9pp |
| Annual return | 78.01% | 24.64%+53.4pp | 180.65%-102.6pp | 31.67%+46.3pp |
| Employer contribution / active EE | $685 | $2,541-73.1% | $3,689-81.4% | $2,019-66.1% |
| Participant deferral / active EE | $1,162 | $3,295-64.7% | $5,072-77.1% | $3,358-65.4% |
| Admin fee / account holder | $1,706 | $4,073-58.1% | $8,859-80.7% | $3,203-46.7% |