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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 | $43,371 | $51,638-16.0% | $68,368-36.6% | $82,448-47.4% |
| Participation rate | 61.9% | 63.6%-1.7pp | 73.8%-11.8pp | 68.1%-6.2pp |
| Annual return | 15.34% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,129 | $2,047+150.6% | $2,649+93.6% | $2,551+101.1% |
| Participant deferral / active EE | $159 | $2,914-94.5% | $4,123-96.1% | $4,139-96.2% |
| Admin fee / account holder | $480 | $4,643-89.7% | $5,150-90.7% | $7,234-93.4% |