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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 | $58,917 | $105,284-44.0% | $150,734-60.9% | $94,015-37.3% |
| Participation rate | 63.5% | 71.7%-8.2pp | 78.4%-15.0pp | 70.8%-7.3pp |
| Annual return | 11.41% | 15.67%-4.3pp | 600.81%-589.4pp | 17.84%-6.4pp |
| Employer contribution / active EE | $6,718 | $3,599+86.7% | $4,918+36.6% | $2,790+140.8% |
| Participant deferral / active EE | $686 | $4,274-84.0% | $5,610-87.8% | $4,249-83.9% |
| Admin fee / account holder | $2,642 | $9,839-73.1% | $14,905-82.3% | $8,951-70.5% |