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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 | $52,273 | $77,814-32.8% | $158,223-67.0% | $86,983-39.9% |
| Participation rate | 26.3% | 68.4%-42.1pp | 79.2%-52.9pp | 69.5%-43.2pp |
| Annual return | 12.75% | 30.54%-17.8pp | 52.09%-39.3pp | 25.83%-13.1pp |
| Employer contribution / active EE | $468 | $2,592-82.0% | $4,109-88.6% | $2,584-81.9% |
| Participant deferral / active EE | $752 | $3,270-77.0% | $5,467-86.2% | $4,194-82.1% |
| Admin fee / account holder | $4,127 | $5,879-29.8% | $16,047-74.3% | $7,856-47.5% |