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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 | $63,546 | $88,360-28.1% | $145,433-56.3% | $67,986-6.5% |
| Participation rate | 30.4% | 65.5%-35.1pp | 82.1%-51.7pp | 57.2%-26.8pp |
| Annual return | 18.69% | 63.15%-44.5pp | 66.58%-47.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $590 | $3,054-80.7% | $4,554-87.0% | $2,019-70.8% |
| Participant deferral / active EE | $1,123 | $5,932-81.1% | $7,897-85.8% | $3,358-66.6% |
| Admin fee / account holder | $5,330 | $3,313+60.9% | $13,129-59.4% | $3,203+66.4% |