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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 | $43,286 | $79,169-45.3% | $100,415-56.9% | $74,478-41.9% |
| Participation rate | 64.4% | 79.4%-15.0pp | 81.5%-17.1pp | 67.2%-2.8pp |
| Annual return | 14.52% | 20.51%-6.0pp | 49.47%-34.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,650 | $3,017-45.3% | $3,943-58.2% | $2,626-37.2% |
| Participant deferral / active EE | $3,552 | $7,751-54.2% | $8,091-56.1% | $4,350-18.4% |
| Admin fee / account holder | $2,675 | $1,337+100.0% | $7,906-66.2% | $1,946+37.5% |