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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 | $74,635 | $98,240-24.0% | $82,312-9.3% | $147,586-49.4% |
| Participation rate | 53.8% | 79.7%-25.9pp | 76.9%-23.0pp | 82.8%-29.0pp |
| Annual return | 15.65% | 30.85%-15.2pp | 25.88%-10.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,137 | $3,192-64.4% | $2,428-53.2% | $4,876-76.7% |
| Participant deferral / active EE | $1,182 | $4,383-73.0% | $3,706-68.1% | $5,439-78.3% |
| Admin fee / account holder | $1,075 | $8,563-87.5% | $5,608-80.8% | $10,886-90.1% |