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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 | $50,393 | $106,864-52.8% | $147,318-65.8% | $82,637-39.0% |
| Participation rate | 44.7% | 75.5%-30.8pp | 82.1%-37.3pp | 68.1%-23.3pp |
| Annual return | 14.45% | 27.49%-13.0pp | 70.43%-56.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $895 | $3,417-73.8% | $4,593-80.5% | $2,552-64.9% |
| Participant deferral / active EE | $1,867 | $6,496-71.3% | $7,906-76.4% | $4,126-54.7% |
| Admin fee / account holder | $1,648 | $8,415-80.4% | $13,708-88.0% | $7,339-77.5% |