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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 | $71,345 | $104,251-31.6% | $91,004-21.6% | $147,586-51.7% |
| Participation rate | 41.2% | 78.2%-37.1pp | 75.6%-34.4pp | 82.8%-41.7pp |
| Annual return | 22.77% | 27.06%-4.3pp | 4.60%+18.2pp | 578.59%-555.8pp |
| Employer contribution / active EE | $470 | $3,116-84.9% | $2,456-80.9% | $4,876-90.4% |
| Participant deferral / active EE | $940 | $4,195-77.6% | $3,548-73.5% | $5,439-82.7% |
| Admin fee / account holder | $8,802 | $8,948-1.6% | $5,417+62.5% | $10,886-19.1% |