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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 | $39,194 | $80,753-51.5% | $136,298-71.2% | $62,293-37.1% |
| Participation rate | 39.8% | 73.5%-33.7pp | 81.9%-42.1pp | 69.5%-29.7pp |
| Annual return | 37.08% | 35.83%+1.2pp | 5156.27%-5119.2pp | 28.90%+8.2pp |
| Employer contribution / active EE | $861 | $2,884-70.1% | $4,696-81.7% | $2,042-57.8% |
| Participant deferral / active EE | $2,104 | $5,164-59.3% | $6,247-66.3% | $3,169-33.6% |
| Admin fee / account holder | $553 | $525+5.2% | $9,244-94.0% | $479+15.3% |