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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 | $35,603 | $55,889-36.3% | $76,119-53.2% | $80,935-56.0% |
| Participation rate | 14.3% | 62.1%-47.8pp | 69.1%-54.8pp | 67.7%-53.4pp |
| Annual return | 15.71% | 20.58%-4.9pp | 361.25%-345.5pp | 35.66%-19.9pp |
| Employer contribution / active EE | $425 | $1,866-77.2% | $2,693-84.2% | $2,757-84.6% |
| Participant deferral / active EE | $569 | $3,051-81.3% | $4,259-86.6% | $4,299-86.8% |
| Admin fee / account holder | $1,471 | $5,241-71.9% | $6,421-77.1% | $6,924-78.8% |