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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 | $65,507 | $98,766-33.7% | $149,730-56.3% | $79,852-18.0% |
| Participation rate | 31.8% | 75.8%-44.0pp | 82.5%-50.7pp | 69.6%-37.8pp |
| Annual return | 13.13% | 27.43%-14.3pp | 276.70%-263.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,206 | $3,217-62.5% | $4,645-74.0% | $2,471-51.2% |
| Participant deferral / active EE | $1,809 | $5,681-68.2% | $6,843-73.6% | $3,740-51.6% |
| Admin fee / account holder | $9,281 | $6,052+53.4% | $9,310-0.3% | $5,306+74.9% |