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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 | $43,364 | $154,159-71.9% | $130,026-66.7% | $139,456-68.9% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 13.74% | 32.50%-18.8pp | -137.26%+151.0pp | 373.45%-359.7pp |
| Employer contribution / active EE | $1,233 | $5,292-76.7% | $4,321-71.5% | $4,753-74.1% |
| Participant deferral / active EE | $1,048 | $6,710-84.4% | $5,821-82.0% | $6,711-84.4% |
| Admin fee / account holder | $383 | $14,001-97.3% | $10,608-96.4% | $11,407-96.6% |