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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 | $47,629 | $48,011-0.8% | $63,803-25.4% | $82,637-42.4% |
| Participation rate | 30.8% | 66.6%-35.8pp | 72.7%-41.9pp | 68.1%-37.3pp |
| Annual return | 15.21% | 19.84%-4.6pp | 543.72%-528.5pp | 53.51%-38.3pp |
| Employer contribution / active EE | $423 | $1,904-77.8% | $2,532-83.3% | $2,552-83.4% |
| Participant deferral / active EE | $615 | $2,846-78.4% | $3,843-84.0% | $4,126-85.1% |
| Admin fee / account holder | $1,031 | $3,873-73.4% | $5,196-80.2% | $7,339-86.0% |