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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 | $51,192 | $96,731-47.1% | $123,973-58.7% | $86,983-41.1% |
| Participation rate | 22.2% | 70.0%-47.8pp | 76.7%-54.4pp | 69.5%-47.3pp |
| Annual return | 19.65% | 17.33%+2.3pp | 388.13%-368.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $883 | $3,297-73.2% | $4,126-78.6% | $2,584-65.8% |
| Participant deferral / active EE | $1,558 | $4,152-62.5% | $5,247-70.3% | $4,194-62.9% |
| Admin fee / account holder | $1,878 | $8,722-78.5% | $11,799-84.1% | $7,856-76.1% |