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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 | $39,567 | $78,707-49.7% | $117,861-66.4% | $70,126-43.6% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 15.52% | 23.30%-7.8pp | 335.11%-319.6pp | 73.15%-57.6pp |
| Employer contribution / active EE | $555 | $2,223-75.0% | $3,786-85.3% | $2,343-76.3% |
| Participant deferral / active EE | $1,423 | $3,297-56.9% | $4,482-68.3% | $3,332-57.3% |
| Admin fee / account holder | $6,437 | $5,066+27.1% | $8,021-19.7% | $4,645+38.6% |