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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 | $61,797 | $117,859-47.6% | $102,438-39.7% | $145,959-57.7% |
| Participation rate | 16.7% | 78.6%-61.9pp | 76.5%-59.8pp | 80.3%-63.6pp |
| Annual return | 9.68% | 31.72%-22.0pp | 29.37%-19.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $884 | $3,615-75.5% | $3,024-70.8% | $4,661-81.0% |
| Participant deferral / active EE | $1,266 | $5,732-77.9% | $5,054-75.0% | $6,689-81.1% |
| Admin fee / account holder | $4,802 | $13,318-63.9% | $9,448-49.2% | $13,398-64.2% |