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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 | $50,228 | $106,749-52.9% | $145,433-65.5% | $82,448-39.1% |
| Participation rate | 29.6% | 75.6%-46.0pp | 82.1%-52.5pp | 68.1%-38.4pp |
| Annual return | 15.59% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $691 | $3,444-79.9% | $4,554-84.8% | $2,551-72.9% |
| Participant deferral / active EE | $691 | $6,519-89.4% | $7,897-91.3% | $4,139-83.3% |
| Admin fee / account holder | $6,656 | $8,390-20.7% | $13,129-49.3% | $7,234-8.0% |