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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 | $26,180 | $98,776-73.5% | $149,745-82.5% | $79,856-67.2% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.5%-26.7pp | 69.6%-13.8pp |
| Annual return | 13.88% | 27.38%-13.5pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $940 | $3,217-70.8% | $4,646-79.8% | $2,471-62.0% |
| Participant deferral / active EE | $2,365 | $5,681-58.4% | $6,843-65.4% | $3,741-36.8% |
| Admin fee / account holder | $2,103 | $6,053-65.3% | $9,312-77.4% | $5,306-60.4% |