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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 | $35,394 | $67,595-47.6% | $186,193-81.0% | $64,340-45.0% |
| Participation rate | 13.1% | 51.9%-38.9pp | 77.1%-64.0pp | 55.2%-42.2pp |
| Annual return | 40.09% | 17.46%+22.6pp | 78.03%-37.9pp | 24.14%+15.9pp |
| Employer contribution / active EE | $326 | $1,513-78.5% | $3,918-91.7% | $1,862-82.5% |
| Participant deferral / active EE | $871 | $3,023-71.2% | $6,513-86.6% | $2,980-70.8% |
| Admin fee / account holder | $6,786 | $5,311+27.8% | $11,058-38.6% | $3,703+83.3% |