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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 | $54,462 | $88,186-38.2% | $165,071-67.0% | $74,459-26.9% |
| Participation rate | 33.3% | 73.1%-39.8pp | 78.6%-45.3pp | 67.2%-33.9pp |
| Annual return | 13.81% | 17.13%-3.3pp | 70.17%-56.4pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $1,176 | $2,600-54.8% | $4,347-73.0% | $2,626-55.2% |
| Participant deferral / active EE | $2,183 | $4,505-51.5% | $6,035-63.8% | $4,350-49.8% |
| Admin fee / account holder | $8,452 | $2,234+278.3% | $12,695-33.4% | $1,945+334.6% |