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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 | $71,197-41.7% | $93,669-55.7% | $80,925-48.7% |
| Participation rate | 22.8% | 60.4%-37.6pp | 68.7%-45.9pp | 67.7%-44.9pp |
| Annual return | 17.13% | 11.27%+5.9pp | 133.59%-116.5pp | 35.65%-18.5pp |
| Employer contribution / active EE | $567 | $1,565-63.8% | $2,424-76.6% | $2,756-79.4% |
| Participant deferral / active EE | $904 | $4,036-77.6% | $4,416-79.5% | $4,299-79.0% |
| Admin fee / account holder | $525 | $6,959-92.5% | $8,291-93.7% | $6,940-92.4% |