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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 | $65,538 | $98,776-33.6% | $149,745-56.2% | $79,856-17.9% |
| Participation rate | 24.5% | 75.8%-51.3pp | 82.5%-58.0pp | 69.6%-45.1pp |
| Annual return | 15.81% | 27.38%-11.6pp | 276.72%-260.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $622 | $3,217-80.7% | $4,646-86.6% | $2,471-74.8% |
| Participant deferral / active EE | $2,064 | $5,681-63.7% | $6,843-69.8% | $3,741-44.8% |
| Admin fee / account holder | $2,132 | $6,053-64.8% | $9,312-77.1% | $5,306-59.8% |