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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 | $41,229 | $101,950-59.6% | $125,529-67.2% | $86,983-52.6% |
| Participation rate | 48.8% | 70.2%-21.4pp | 74.7%-25.9pp | 69.5%-20.8pp |
| Annual return | 18.74% | 18.29%+0.4pp | 202.56%-183.8pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,265 | $2,358-46.4% | $3,058-58.6% | $2,584-51.1% |
| Participant deferral / active EE | $1,544 | $3,862-60.0% | $4,813-67.9% | $4,194-63.2% |
| Admin fee / account holder | $453 | $12,791-96.5% | $16,298-97.2% | $7,856-94.2% |