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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 | $16,667 | $95,406-82.5% | $185,849-91.0% | $85,847-80.6% |
| Participation rate | 43.5% | 68.8%-25.2pp | 81.7%-38.2pp | 69.3%-25.8pp |
| Annual return | 23.66% | 23.59%+0.1pp | 122.10%-98.4pp | 318.61%-294.9pp |
| Employer contribution / active EE | $479 | $3,314-85.6% | $5,169-90.7% | $2,565-81.3% |
| Participant deferral / active EE | $797 | $3,424-76.7% | $5,569-85.7% | $3,952-79.8% |
| Admin fee / account holder | $9,654 | $7,214+33.8% | $16,244-40.6% | $6,261+54.2% |