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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 | $78,976-18.5% | $100,383-35.8% | $74,546-13.6% |
| Participation rate | 47.4% | 79.5%-32.1pp | 81.5%-34.1pp | 67.2%-19.8pp |
| Annual return | 14.95% | 20.62%-5.7pp | 49.26%-34.3pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,701 | $3,019-43.7% | $3,944-56.9% | $2,624-35.2% |
| Participant deferral / active EE | $2,800 | $7,758-63.9% | $8,086-65.4% | $4,347-35.6% |
| Admin fee / account holder | $2,425 | $1,330+82.3% | $7,900-69.3% | $1,944+24.8% |