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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 | $64,404 | $79,089-18.6% | $100,392-35.8% | $74,459-13.5% |
| Participation rate | 47.4% | 79.4%-32.0pp | 81.5%-34.1pp | 67.2%-19.8pp |
| Annual return | 14.95% | 20.61%-5.7pp | 49.45%-34.5pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $1,701 | $3,015-43.6% | $3,941-56.8% | $2,626-35.2% |
| Participant deferral / active EE | $2,800 | $7,747-63.9% | $8,090-65.4% | $4,350-35.6% |
| Admin fee / account holder | $2,425 | $1,336+81.5% | $7,904-69.3% | $1,945+24.7% |