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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 | $57,536 | $83,843-31.4% | $123,973-53.6% | $65,306-11.9% |
| Participation rate | 20.1% | 56.0%-35.9pp | 76.7%-56.5pp | 57.7%-37.6pp |
| Annual return | 17.53% | 19.87%-2.3pp | 388.13%-370.6pp | 21.94%-4.4pp |
| Employer contribution / active EE | $705 | $2,873-75.5% | $4,126-82.9% | $1,967-64.2% |
| Participant deferral / active EE | $1,011 | $2,997-66.3% | $5,247-80.7% | $2,959-65.8% |
| Admin fee / account holder | $3,641 | $4,735-23.1% | $11,799-69.1% | $3,480+4.6% |