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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 | $78,586 | $78,690-0.1% | $161,489-51.3% | $87,485-10.2% |
| Participation rate | 15.6% | 67.5%-51.8pp | 78.7%-63.1pp | 68.9%-53.3pp |
| Annual return | 19.09% | 32.74%-13.7pp | 89.72%-70.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $400 | $2,588-84.6% | $4,268-90.6% | $2,596-84.6% |
| Participant deferral / active EE | $707 | $3,311-78.6% | $5,630-87.4% | $4,274-83.4% |
| Admin fee / account holder | $2,078 | $6,724-69.1% | $16,006-87.0% | $7,775-73.3% |