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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 | $50,238 | $78,707-36.2% | $117,861-57.4% | $70,126-28.4% |
| Participation rate | 57.4% | 73.2%-15.8pp | 79.7%-22.3pp | 69.5%-12.2pp |
| Annual return | 15.78% | 23.30%-7.5pp | 335.11%-319.3pp | 73.15%-57.4pp |
| Employer contribution / active EE | $584 | $2,223-73.7% | $3,786-84.6% | $2,343-75.1% |
| Participant deferral / active EE | $1,139 | $3,297-65.4% | $4,482-74.6% | $3,332-65.8% |
| Admin fee / account holder | $721 | $5,066-85.8% | $8,021-91.0% | $4,645-84.5% |