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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 | $80,382 | $91,198-11.9% | $178,503-55.0% | $79,856+0.7% |
| Participation rate | 25.3% | 69.2%-43.9pp | 81.9%-56.6pp | 69.6%-44.3pp |
| Annual return | 13.59% | 24.20%-10.6pp | 151.12%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $680 | $3,257-79.1% | $5,011-86.4% | $2,471-72.5% |
| Participant deferral / active EE | $828 | $3,237-74.4% | $5,202-84.1% | $3,741-77.9% |
| Admin fee / account holder | $12,097 | $6,748+79.3% | $13,987-13.5% | $5,306+128.0% |