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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 | $63,187 | $78,636-19.6% | $105,607-40.2% | $74,459-15.1% |
| Participation rate | 29.5% | 72.8%-43.3pp | 75.3%-45.8pp | 67.2%-37.7pp |
| Annual return | 17.19% | 15.96%+1.2pp | 116.11%-98.9pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $779 | $2,523-69.1% | $3,167-75.4% | $2,626-70.3% |
| Participant deferral / active EE | $1,655 | $4,322-61.7% | $5,011-67.0% | $4,350-62.0% |
| Admin fee / account holder | $10,946 | $2,220+393.0% | $10,958-0.1% | $1,945+462.8% |