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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 | $53,116 | $62,177-14.6% | $81,370-34.7% | $74,478-28.7% |
| Participation rate | 30.2% | 64.1%-33.8pp | 69.5%-39.3pp | 67.2%-37.0pp |
| Annual return | 13.27% | 16.62%-3.3pp | 24.85%-11.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $748 | $1,881-60.3% | $2,464-69.7% | $2,626-71.5% |
| Participant deferral / active EE | $1,205 | $3,219-62.6% | $3,885-69.0% | $4,350-72.3% |
| Admin fee / account holder | $8,114 | $1,927+321.1% | $5,749+41.1% | $1,946+317.0% |