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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 | $45,384 | $92,828-51.1% | $612,566-92.6% | $92,828-51.1% |
| Participation rate | 47.4% | 67.3%-19.9pp | 89.6%-42.2pp | 67.3%-19.9pp |
| Annual return | 19.42% | 15.51%+3.9pp | 668.32%-648.9pp | 15.51%+3.9pp |
| Employer contribution / active EE | $976 | $3,462-71.8% | $13,765-92.9% | $3,462-71.8% |
| Participant deferral / active EE | $2,380 | $3,978-40.2% | $10,655-77.7% | $3,978-40.2% |
| Admin fee / account holder | $1,870 | $4,027-53.6% | $19,357-90.3% | $4,027-53.6% |