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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 | $56,982 | $76,551-25.6% | $123,894-54.0% | $62,881-9.4% |
| Participation rate | 27.5% | 73.0%-45.5pp | 81.4%-53.9pp | 69.3%-41.8pp |
| Annual return | 64.98% | 18.68%+46.3pp | 47.52%+17.5pp | 20.14%+44.8pp |
| Employer contribution / active EE | $645 | $2,882-77.6% | $4,617-86.0% | $2,281-71.7% |
| Participant deferral / active EE | $1,582 | $4,840-67.3% | $5,984-73.6% | $3,203-50.6% |
| Admin fee / account holder | $5,666 | $4,826+17.4% | $8,357-32.2% | $4,296+31.9% |