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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 | $69,151 | $51,736+33.7% | $120,225-42.5% | $67,986+1.7% |
| Participation rate | 18.0% | 46.1%-28.0pp | 69.6%-51.5pp | 57.2%-39.2pp |
| Annual return | 13.75% | 31.98%-18.2pp | 439.23%-425.5pp | 31.67%-17.9pp |
| Employer contribution / active EE | $354 | $1,071-67.0% | $3,475-89.8% | $2,019-82.5% |
| Participant deferral / active EE | $612 | $2,206-72.3% | $3,999-84.7% | $3,358-81.8% |
| Admin fee / account holder | $9,629 | $4,159+131.5% | $5,696+69.0% | $3,203+200.6% |