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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 | $41,475 | $71,208-41.8% | $93,681-55.7% | $80,911-48.7% |
| Participation rate | 22.8% | 60.4%-37.6pp | 68.7%-45.9pp | 67.6%-44.8pp |
| Annual return | 17.13% | 11.27%+5.9pp | 133.47%-116.3pp | 35.63%-18.5pp |
| Employer contribution / active EE | $567 | $1,564-63.8% | $2,422-76.6% | $2,756-79.4% |
| Participant deferral / active EE | $904 | $4,035-77.6% | $4,415-79.5% | $4,297-79.0% |
| Admin fee / account holder | $525 | $6,951-92.4% | $8,290-93.7% | $6,935-92.4% |