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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 | $65,908 | $78,423-16.0% | $95,964-31.3% | $79,856-17.5% |
| Participation rate | 56.1% | 73.5%-17.4pp | 77.1%-21.0pp | 69.6%-13.5pp |
| Annual return | 14.52% | 19.37%-4.9pp | 91.64%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $806 | $1,945-58.6% | $2,541-68.3% | $2,471-67.4% |
| Participant deferral / active EE | $1,516 | $3,440-55.9% | $4,167-63.6% | $3,741-59.5% |
| Admin fee / account holder | $535 | $5,622-90.5% | $6,797-92.1% | $5,306-89.9% |