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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 | $49,902 | $65,367-23.7% | $92,915-46.3% | $72,976-31.6% |
| Participation rate | 43.4% | 68.3%-24.9pp | 76.0%-32.6pp | 69.5%-26.1pp |
| Annual return | 17.25% | 42.11%-24.9pp | 109.45%-92.2pp | 81.02%-63.8pp |
| Employer contribution / active EE | $10,382 | $2,594+300.3% | $3,653+184.2% | $2,440+325.5% |
| Participant deferral / active EE | $294 | $3,128-90.6% | $4,238-93.1% | $3,608-91.8% |
| Admin fee / account holder | $11,083 | $4,251+160.7% | $5,796+91.2% | $5,124+116.3% |