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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 | $50,395 | $80,731-37.6% | $103,378-51.3% | $74,400-32.3% |
| Participation rate | 28.8% | 65.7%-36.9pp | 74.5%-45.7pp | 67.2%-38.4pp |
| Annual return | 15.46% | 27.56%-12.1pp | 24.91%-9.5pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $900 | $3,159-71.5% | $3,870-76.7% | $2,624-65.7% |
| Participant deferral / active EE | $1,359 | $3,862-64.8% | $5,058-73.1% | $4,348-68.7% |
| Admin fee / account holder | $3,047 | $2,369+28.6% | $8,401-63.7% | $1,944+56.8% |