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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 | $26,192 | $106,247-75.3% | $96,515-72.9% | $139,466-81.2% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.3%-12.4pp | 80.3%-18.4pp |
| Annual return | 15.32% | 38.47%-23.1pp | 35.73%-20.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $5,996 | $4,106+46.0% | $3,740+60.3% | $4,754+26.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,046 | $7,885-10.6% | $6,735+4.6% | $11,409-38.2% |