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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 | $33,753 | $110,337-69.4% | $102,383-67.0% | $145,877-76.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 10.94% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $7,512 | $4,216+78.2% | $3,870+94.1% | $4,663+61.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,717 | $9,750-82.4% | $8,391-79.5% | $13,402-87.2% |