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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 | $32,410 | $96,731-66.5% | $123,973-73.9% | $86,983-62.7% |
| Participation rate | 50.0% | 70.0%-20.0pp | 76.7%-26.7pp | 69.5%-19.5pp |
| Annual return | 11.70% | 17.33%-5.6pp | 388.13%-376.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,096 | $3,297-66.7% | $4,126-73.4% | $2,584-57.6% |
| Participant deferral / active EE | $1,790 | $4,152-56.9% | $5,247-65.9% | $4,194-57.3% |
| Admin fee / account holder | $3,670 | $8,722-57.9% | $11,799-68.9% | $7,856-53.3% |