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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 | $52,554 | $105,960-50.4% | $81,726-35.7% | $158,982-66.9% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.0%-52.0pp | 82.0%-62.0pp |
| Annual return | 12.52% | 38.19%-25.7pp | 29.49%-17.0pp | 302.99%-290.5pp |
| Employer contribution / active EE | $329 | $7,805-95.8% | $4,311-92.4% | $4,763-93.1% |
| Participant deferral / active EE | $533 | $13,011-95.9% | $7,108-92.5% | $5,983-91.1% |
| Admin fee / account holder | $6,290 | $8,494-26.0% | $5,160+21.9% | $11,252-44.1% |