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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 | $52,474 | $80,763-35.0% | $102,412-48.8% | $74,459-29.5% |
| Participation rate | 47.4% | 65.7%-18.3pp | 74.5%-27.1pp | 67.2%-19.9pp |
| Annual return | 14.52% | 27.57%-13.0pp | 24.94%-10.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $991 | $3,160-68.6% | $3,870-74.4% | $2,626-62.3% |
| Participant deferral / active EE | $1,421 | $3,862-63.2% | $5,060-71.9% | $4,350-67.3% |
| Admin fee / account holder | $3,676 | $2,371+55.0% | $8,388-56.2% | $1,945+89.0% |